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| XXI Wealth LLC
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|---|---|
| CRD # | 330796 |
| SEC # | 801-130939 |
| CIK # | 0002047463 |
| AUM | 531.5 M (2026-03-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 312-300-2670 |
| Address | 8770 W Bryn Mawr Ave Chicago, IL 60631 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.4 | ||
| Apple Inc | 8.2 | ||
| Nvidia Corp | 6.3 | ||
| Amazon Com Inc | 4.2 | ||
| CME Group Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Alphabet Inc | 3.7 | ||
| Johnson & Johnson | 3.3 | ||
| Micron Technology Inc | 3.2 | ||
| Blackstone Group LP | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.3 |
| (b) Individuals (high net worth individuals) | 81 | 528.3 |
| (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 | 380 | 531.5 |
| By Discretionary | ||
| Discretionary | 370 | 531.1 |
| Non-Discretionary | 10 | 0.5 |
| Total | 380 | 531.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 531.5 | |
| Total | 380 | 531.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047463] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Argonautica Private Wealth Management Inc
✚
|
MA | 532.9 M |
|
Brophy Wealth Management LLC
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|
NH | 532.5 M |
|
Founders Grove Wealth Partners LLC
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VA | 532.3 M |
|
Elevated Financial Group LLC
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IN | 532.0 M |
|
Monument Capital Management LLC
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VA | 531.7 M |
|
Cerro Pacific Wealth Advisors LLC
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|
CA | 531.6 M |
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |
|
Santa Barbara Mgmt LLC
✚
|
IL | 530.2 M |
|
Matheson & Rock Wealth Management LLC
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|
IA | 530.0 M |