XXI Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary or non-discretionary wealth management, including portfolio management and selection of third‑party money managers. The firm’s brochure reports roughly $531 million in regulatory assets under management and a stated $1,000,000 account minimum that the firm can waive in certain cases.
The firm constructs customized portfolios using individual equities and fixed income, index funds and ETFs, direct indexing, and a variety of alternative and private investments, and it monitors third‑party managers on an ongoing basis. The brochure also discloses that XXI Wealth implements strategies across separately managed accounts and through a TAMP, and unusually for peers in its category, it may use derivatives and borrowing (margin) within separately managed accounts.
Noteworthy features include an operational relationship with Dynasty Financial Partners for access to a TAMP and related services and the use of an order management system (Pontera) to manage held‑away accounts, with the Firm disclosing how those platform arrangements are reflected in its advisory billing and conflicts framework. The firm’s disclosures also emphasize active oversight of TPMMs, use of private placements and structured products, and custody practices (including fee debit authority and standing letters of authorization) that clients should review.
Client services
Expertise
Occupation focus
Fee options
Up to 1.50% annually, varies based on portfolio size, composition, services rendered, and individual(s) providing the services
Account minimum: $1,000,000
Main office
See office8770 W Bryn Mawr Ave., Suite 1300 1424
Chicago IL 60631
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · District of Columbia · Florida · Illinois · Maryland · New York · Tennessee · Texas · Wisconsin
Also doing business as
Umage Opco, LLC · Xxi Sports · Xxi Wealth, LLC · Zurich Wealth, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Ryan R
Chicago, IL
XXI Wealth, LLC
Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.
Kurt N
CFP®, Series 66
Chicago, IL
XXI Wealth, LLC
Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.
Matthew C
Series 65
Chicago, IL
XXI Wealth, LLC
Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.
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