Investment adviser · CRD 323713

X1 WEALTH

Investment adviser filing (IA)

X1 WEALTH LLC

· Form ADV filed Jul 25, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 25, 2023. View historical filings

Reported services

Individual portfolio management

Compensation

Fixed

Principal office

CRD 323713

Filing source

Form ADV 1776945 · Jul 25, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.