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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWSOM, KURT, MICHAEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CAVANAUGH, MATTHEW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| BEDFORD XXI LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| FLIGHT STREET LLC | DE | OWNER | C | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
| Hoffmann, TRACY, MARIE | I | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAVANAUGH, MATTHEW | I | FLIGHT STREET LLC | E | Control |
| CAVANAUGH, MATTHEW | I | FLIGHT STREET LLC | E | Control |
| CAVANAUGH, MATTHEW | I | FLIGHT STREET LLC | E | Control |
| CAVANAUGH, MATTHEW | I | FLIGHT STREET LLC | E | Control |
| CAVANAUGH, MATTHEW | I | FLIGHT STREET LLC | E | Control |
| NEWSOM, KURT, MICHAEL | I | BEDFORD XXI LLC | E | Control |
| NEWSOM, KURT, MICHAEL | I | BEDFORD XXI LLC | E | Control |
| NEWSOM, KURT, MICHAEL | I | BEDFORD XXI LLC | E | Control |
| NEWSOM, KURT, MICHAEL | I | BEDFORD XXI LLC | E | Control |
| NEWSOM, KURT, MICHAEL | I | BEDFORD XXI LLC | E | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (10)
AZ CA DC FL IL MD NY TN TX WI
Address
8770 W BRYN MAWR AVE.SUITE 1300-1424
CHICAGO, IL 60631
United States
Phone: (312) 300-2670