# XXI Wealth, LLC

> 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.

- CRD: 330796
- Filed as: XXI WEALTH, LLC
- Also doing business as: XXI SPORTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330796
- AdvisorCensus page: https://advisorcensus.com/firm/xxi-wealth-llc-chicago-il-330796

## Quick answers

**How is XXI Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), XXI Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is XXI Wealth, LLC located?**
XXI Wealth, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is XXI Wealth, LLC registered with the SEC or a state?**
XXI Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330796.

**How much does XXI Wealth, LLC manage?**
XXI Wealth, LLC reports $531,547,477 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have XXI Wealth, LLC's assets and staff changed since 2024?**
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.

**What types of clients does XXI Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (6).

**Which custodians does XXI Wealth, LLC use?**
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.

**Does XXI Wealth, LLC report any disciplinary disclosures?**
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

**Does XXI Wealth, LLC state an account minimum?**
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."

**What changed in XXI Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $202,714,835 to $531,547,477 (+162%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $531,547,477
- Discretionary: $531,084,165
- Non-discretionary: $463,312

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,259,132 |
| High net worth individuals | 81 | $528,288,345 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DC, FL, IL, MD, NY, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- xxisports.com
- xxiwealth.com
- LinkedIn @xxi-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | September 11, 2024 |
| October 2025 | $202,714,835 | 5 | June 24, 2025 |
| October 2026 | $531,547,477 | 5 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $202,714,835 to $531,547,477 (+162%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. XXI Wealth, LLC (CRD 330796): Form ADV filing data as of October 2026.