Xxi Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 12, 2026, reports $532M in regulatory assets under management, 5 employees, and 380 accounts.
Assets Under Management
$532M
Employees
5
Offices
--
Total Clients
87
Primary office
CHICAGO, IL
8770 W BRYN MAWR AVE., SUITE 1300-1424, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.1% of total clients.
Top client categories% of clientsClients
1
HNWI
93.1%
81
2
Individuals
6.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of March 12, 2026
Discretionary99.9%
$531M
100% of total RAUM99.9%
Non-discretionary0.1%
$463K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts380
10Y AUM Change+$532M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.