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XXI Wealth, LLC

● SEC registered since 2024CRD 330796SEC# 801-130939Chicago, IL
Export (members)
Reg. AUM
$202.7M
Employees
5
Accounts
103
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 $202.7 million in regulatory assets under management and employs 5 people.

XXI Wealth, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bedford XXI LLC ControlOwner25-50%2024
Flight Street LLC ControlOwner25-50%2024
Kurt Michael Newsom ControlMember & Chief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does XXI Wealth, LLC manage?

XXI Wealth, LLC reports $202.7 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

Address8770 W Bryn Mawr Ave., Suite 1300-1424, Chicago, IL 60631
Phone(312) 300-2670
Office hours8-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.7M
Non-discretionary$16K
Total (RAUM)$202.7M