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| Happy Holidays!! thanks for using AUM13F!! |
| XXI Wealth LLC
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| CRD # | 330796 |
| SEC # | 801-130939 |
| CIK # | |
| AUM | $202.7 M (2025-06-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 312-300-2670 |
| Address | 8770 W Bryn Mawr Ave Chicago, IL 60631 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.3 |
| (b) Individuals (high net worth individuals) | 19 | 199.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 202.7 |
| By Discretionary | ||
| Discretionary | 102 | 202.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 103 | 202.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.7 | |
| Total | 103 | 202.7 |
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|---|---|---|
|
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|
SC | 0.2 |
|
Smart Portfolios LLC
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|
Emergent Wealth Advisors LLC
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NY | 0.2 |
|
Firstrust LLC
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FL | 0.2 |
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SEEK First Inc
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CA | 0.2 |
|
ERISA Advisers Inc
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TN | 0.2 |
|
Tribeca Financial LLC
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AZ | 0.2 |
|
Forthright Family Wealth Advisory LLC
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|
TX | 0.2 |
|
Gallagher Capital Advisors LLC
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|
0.2 | |
|
Powell Financial Inc
✚
|
NC | 0.2 |