A complete list of active advisors currently associated with Xwealth
Warmer can help you find a great advisor at Xwealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Xwealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 3
|
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