The firm
XXI Wealth, LLC (“XXI”) is an SEC registered investment adviser located in Chicago, Illinois. Registration as an investment adviser does not imply a certain level of skill or training.
The firm’s regulatory identifiers are CRD #330796 and SEC #801-130939. Additional information about the firm, including its current filings, is available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov/firm/summary/330796.
No offer, solicitation, or personalized advice
The publication of XXI’s website should not be construed by any consumer or prospective client as XXI’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
All content on this website is provided for general informational purposes only. It is not investment, legal, accounting, or tax advice, and it is not an offer to sell or a solicitation of an offer to buy any security or advisory service. Past performance is not a guarantee of future results. All investments involve risk, including the possible loss of principal.
Jurisdiction
XXI Wealth, LLC may only transact business in states where it is registered, notice-filed, or otherwise exempt from registration. This website is not a solicitation or offer to provide advisory services in any jurisdiction in which XXI Wealth is not appropriately registered or exempt. For current information about the firm’s registration status, consult the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov/firm/summary/330796.
Form ADV and Form CRS
A copy of XXI’s current written disclosure statement as set forth on Form ADV, discussing XXI’s business operations, services, and fees is available from XXI upon written request.
The firm’s Form ADV and Form CRS are also available at any time through the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov/firm/summary/330796. The firm’s current Client Relationship Summary is posted on this site at Form CRS.
Not legal, accounting, or tax advice
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
Forward-looking statements
The content on this website contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.
Third-party information
XXI does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Some content on XXI’s website contains information derived from third party sources. Although XXI believes these sources to be reliable, XXI makes no representation as to their accuracy or completeness.
Links to third-party websites
This website contains links to websites operated by third parties, including client login pages. These links are provided for convenience only. XXI does not control the content of third-party websites and does not endorse them. Each third-party website is governed by its own terms of use and privacy policy.
Custodians
Client assets are held in custody at unaffiliated qualified custodians. XXI Wealth is independently owned and operated and is not affiliated with Charles Schwab & Co., Inc. or Fidelity Investments. The firm’s custodial relationships are operational in nature and do not constitute a partnership with, or an endorsement of the firm by, either custodian.
Dynasty Financial Partners
XXI Wealth uses the operational and back-office platform of Dynasty Financial Partners, LLC. Dynasty provides operational, technology, and back-office support to the firm. Dynasty is not a partner in, and does not supervise or endorse, the investment advice XXI Wealth provides to its clients. XXI Wealth receives no portion of the fees it or its clients pay to Dynasty.