XXI Wealth, LLC

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Client assets under management

$531,547,477

Clients

93% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$6,109,741

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

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

Up to 1.50% annually, varies based on portfolio size, composition, services rendered, and individual(s) providing the services

Other

Account minimum: $1,000,000

Main office location

XXI Wealth, LLC

8770 W Bryn Mawr Ave., Suite 1300 1424

Chicago IL 60631, United States

Number of offices

Most active in

Arizona · California · District of Columbia · Florida · Illinois · Maryland · New York · Tennessee · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (312) 300-2670

Advisors at this firm

Kurt N

CFP®, Series 66

Chicago, IL

XXI Wealth, LLC

Kurt Newsom is a CFP® with 14 years of industry experience, currently serving as an advisor at XXI Wealth, LLC since 2024. His prior experience includes roles at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp., where he worked for seven years, as well as positions at Atlantic Trust Investment Advisors and Geneva Investment Management of Chicago. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and certain retirement plans, providing financial planning, consulting, and portfolio management with a focus on tax-aware strategies and tailored asset allocation. The firm manages a concentrated client base with customized portfolios that may include alternative investments, margin, and derivative strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting Founder/Business Owner Executive

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.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting Founder/Business Owner Executive

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