X
$531.5M Total AUM
$531.1M Disc. AUM
-- 3Y CAGR
5 Employees
87 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
8770 W Bryn Mawr Ave. Ste. 1300 Chicago IL
About XXI Wealth, LLC
XXI Wealth, LLC is a Chicago-based RIA. The firm has been operating for 1 years. Managing $531.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
45 AVG AGE
$265.8M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TRACY MARIE Hoffmann
--
- CRD
- #2271685
- Ownership
- 10% but less than 25%
Available
Available
Available
KURT MICHAEL NEWSOM
Chief Compliance Officer, Partner
- CRD
- #5309165
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MATTHEW CAVANAUGH
--
- CRD
- #5184520
Available
Available
Available
R
RYAN MICHAEL ROBINSON
--
- CRD
- #8262244
Available
Available
Available
Showing 2 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,084,165 | $1,435,363 |
| Non-Discretionary | $463,312 | $46,331 |
| Total | $531,547,477 | $1,398,809 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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