XXI Wealth, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 330796
- Registered since
- August 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.39%
- Individuals0.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
XXI Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm describes itself as a capital allocator and provides discretionary portfolio management for individuals, small businesses and institutions, and it also engages in selecting third‑party managers. XXI Wealth is not an active ESG investor and does not report multi‑state or pension consultant status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Cash & Cash Equivalents33%
- US Government Bonds11%
- Public Funds/Mutual Funds9%
- State & Local Bonds6%
Contacts
3 of 4MATTHEW CAVANAUGH
Managing PartnerCRD 5184520
Tracy Hoffmann
Managing PartnerCRD 2271685
KURT NEWSOM
Managing PartnerCRD 5309165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$7.5M in ETFs
100%
$7.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $895K | 2,050 | 12.01% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 8770 W Bryn Mawr Ave
- Time zone
- CT (UTC-6)
- Office locations
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