Xwealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
XWealth is a small, independent adviser that provides ongoing portfolio management, financial planning, and concierge consulting services to individuals and high‑net‑worth individuals. The firm prepares a written Investment Policy Statement for each client and may manage accounts on a discretionary basis to implement those plans.
The firm’s investment process draws on a wide range of analysis methods (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory) and employs strategies from long‑term holdings to more active techniques, including margin, options, short sales and access to private placements and venture capital when appropriate. XWealth tailors allocations and may use model portfolios, monitors accounts regularly, and delivers periodic reporting to clients.
What is noteworthy for a solo independent adviser of this size is that XWealth offers performance‑based fee arrangements for qualified clients and the principal is a licensed insurance agent who accepts compensation for the sale of insurance products, including annuities. The brochure discloses these arrangements and the firm documents and discloses the resulting conflicts of interest while also offering concierge services (CFO, bill pay coordination, tax review) and no stated account minimums.
Client services
Expertise
Fee options
Up to $24,000 for concierge consulting services
$0 - $10,000,000: 2.00% $10,000,001+: 1.50%
$250 to $500 per hour
2.00% annual fee plus 20% performance fee on capital appreciation for qualified clients
Main office
1133 Camelback St. #7334
Newport Beach CA 92658
Advisors at this office
1
Most active in
California
Also doing business as
Xwealth · Xwealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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