XXI WEALTH, LLC
CRD #330796 SEC #801-130939 CHICAGO, IL (312) 300-2670
SEC Registered
Total AUM
$202.7M
Discretionary
$202.7M
Employees
5
Clients
--
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $202.7M | $202.7M | $15.5K | 5 | 0 |
| Feb 2025 | $202.7M | $202.7M | $15.5K | 5 | 0 |
| Dec 2024 | $183.1M | $183.1M | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
| Aug 2024 | $0 | $0 | $0 | 3 | 0 |
| Aug 2024 | $0 | $0 | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$15.5K
Employees5
Clients0
DateFeb 2025
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$15.5K
Employees5
Clients0
DateDec 2024
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0