{
  "crd_number": 330796,
  "slug": "xxi-wealth-llc-chicago-il-330796",
  "primary_business_name": "XXI WEALTH, LLC",
  "legal_name": "XXI WEALTH, LLC",
  "dbas": [
    "XXI SPORTS"
  ],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 531547477.0,
  "raum_discretionary": 531084165.0,
  "raum_non_discretionary": 463312.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3259132.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 528288345.0,
      "count": 81
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DC",
    "FL",
    "IL",
    "MD",
    "NY",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/xxi-wealth",
    "https://xxisports.com",
    "https://xxiwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330796",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/xxi-wealth-llc-chicago-il-330796",
  "display_name": "XXI Wealth, LLC",
  "summary": "XXI Wealth, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. XXI Wealth, LLC (CRD 330796): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is XXI Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), XXI Wealth, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is XXI Wealth, LLC located?",
      "a": "XXI Wealth, LLC's principal office is in Chicago, IL, according to its Form ADV."
    },
    {
      "q": "Is XXI Wealth, LLC registered with the SEC or a state?",
      "a": "XXI Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330796."
    },
    {
      "q": "How much does XXI Wealth, LLC manage?",
      "a": "XXI Wealth, LLC reports $531,547,477 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have XXI Wealth, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for XXI Wealth, LLC: Regulatory assets under management: $0 in the October 2024 data and $531,547,477 in the October 2026 data. Total employees: 3 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does XXI Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does XXI Wealth, LLC use?",
      "a": "XXI Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does XXI Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330796"
    },
    {
      "q": "Does XXI Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"As a condition for starting and maintaining an investment management relationship, XXI Wealth imposes a minimum account balance of $1,000,000.\" \"XXI Wealth can, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.\""
    },
    {
      "q": "What changed in XXI Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $202,714,835 to $531,547,477 (+162%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 202714835.0,
      "total_employees": 5,
      "filing_date": "2025-06-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 531547477.0,
      "total_employees": 5,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $202,714,835 to $531,547,477 (+162%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, XXI Wealth imposes a minimum account balance of $1,000,000.",
          "XXI Wealth can, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."
        ]
      }
    ],
    "quotes": [
      "As a condition for starting and maintaining an investment management relationship, XXI Wealth imposes a minimum account balance of $1,000,000.",
      "XXI Wealth can, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/xxi-wealth-llc-chicago-il-330796.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3259132.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 528288345.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330796",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}