A complete list of active advisors currently associated with XXI Wealth, LLC

Warmer can help you find a great advisor at XXI Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at XXI Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.