XXI WEALTH, LLC

CRD 330796 · SEC 801-130939

8770 W BRYN MAWR AVE., SUITE 1300-1424, CHICAGO, IL, 60631, United States

Phone

(312) 300-2670

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$531.5M

Discretionary AUM

$531.1M

Team

5 total employees; 2 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Type	Clients	AUM
Individuals	6	$3.3M
High net worth individuals	81	$528.3M

AZ, CA, DC, IL, MD, NY, TN, WI, TX, FL

Official SEC filing: View on IAPD