Xxi Wealth, Llc
- Regulatory AUM
- $532M
- Discretionary
- $531M
- Clients
- 87
- Avg AUM / client
- $6.1M
- Accounts
- 380
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $3.3M | 0.61% |
| High net worth individuals | 81 | $528M | 99.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoffmann, Tracy, Marie | Member | Aug 2024 (2y) | 10% – 25% | |
| Kurt Michael Newsom | Member & Chief Compliance Officer | CFP | Aug 2024 (2y) | ≈ 18.75% – 50% via Bedford Xxi Llc |
| Matthew Cavanaugh | Owner | Aug 2024 (2y) | ≈ 18.75% – 50% via Flight Street Llc | |
| Ryan Michael Robinson | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Flight Street Llc | Owner | Aug 2024 | A | 25% – 50% |
| Bedford Xxi Llc | Owner | Aug 2024 | A | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kurt Michael Newsom: 75% – 100% of Bedford Xxi Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Matthew Cavanaugh: 75% – 100% of Flight Street Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $530M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗