XXI WEALTH, LLC

XXI WEALTH, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 330796). Regulatory assets under management: $531.5M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Tracy Marie HoffmannMEMBER
Kurt Michael NewsomMEMBER & CHIEF COMPLIANCE OFFICER; OWNER
Matthew CavanaughOWNER
NEWSOM KURT MICHAELMEMBER & CHIEF COMPLIANCE OFFICER; OWNER
Hoffmann TRACY MARIEMEMBER
CAVANAUGH MATTHEWMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER

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