# XWEALTH

XWEALTH of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335260
- Type: SEC-registered investment adviser
- Location: 1133 CAMELBACK ST. #7334, NEWPORT BEACH, CA, 92658
- Phone: (714) 944-7587
- Latest filing: 2026-04-17
- Regulatory AUM: $480K
- Discretionary AUM: $480K
- Clients: 1
- Accounts: 6

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335260/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335260/similar
- Related entities: https://search.stillhousedata.com/firm/335260/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335260

---

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.