# XXI WEALTH, LLC

XXI WEALTH, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 330796
- Type: SEC-registered investment adviser
- SEC file number: 801-130939
- Location: 8770 W BRYN MAWR AVE., SUITE 1300-1424, CHICAGO, IL, 60631
- Phone: (312) 300-2670
- Latest filing: 2026-03-12
- Regulatory AUM: $531.5M
- Discretionary AUM: $531.1M
- Non-discretionary AUM: $463K
- Clients: 5
- Accounts: 380

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Tracy Marie Hoffmann | MEMBER | — |
| Kurt Michael Newsom | MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Matthew Cavanaugh | OWNER | — |
| NEWSOM KURT MICHAEL | MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Hoffmann TRACY MARIE | MEMBER | — |
| CAVANAUGH MATTHEW | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330796/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330796/similar
- Related entities: https://search.stillhousedata.com/firm/330796/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330796

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.