XXI Wealth, LLC
● SEC registered since 2024CRD 330796SEC# 801-130939Chicago, IL
Reg. AUM
$531.5M
Employees
5
Accounts
380
Location
Chicago, IL
XXI Wealth, LLC assets under management
XXI Wealth, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $531.5 million in regulatory assets under management and employs 5 people.
XXI Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bedford XXI LLC Control | Owner | 25-50% | 2024 |
| Flight Street LLC Control | Owner | 25-50% | 2024 |
| Kurt Michael Newsom Control | Member & Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does XXI Wealth, LLC manage?
XXI Wealth, LLC reports $531.5 million in regulatory assets under management on its Form ADV.
How many employees does XXI Wealth, LLC have?
XXI Wealth, LLC reports 5 employees.
Where is XXI Wealth, LLC located?
XXI Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does XXI Wealth, LLC disclose fund performance?
XXI Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8770 W Bryn Mawr Ave., Suite 1300-1424, Chicago, IL 60631 |
| Phone | (312) 300-2670 |
| Office hours | 8-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$531.5M▲ 162%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$531.5Mregulatory AUM
Discretionary $531.1MNon-discretionary $463K