XO WEALTH MANAGEMENT
Latest filing: Jan 16, 2025 (181 days ago)
AUM
$707,806,879
0% change vs. 1 year ago
12% change vs. 3 years ago
111% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
0% change vs. 1 year ago
50% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DALLAS, TX
14850 QUORUM DRIVE, DALLAS, TX, UNITED STATES, 75254
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 419 | $0.2 |
| Average Individual AUM | $411,350 | |
| HNW | 130 | $0.5 |
| Average HNW AUM | $4,103,943 | |
| Retail Total | 549 | $0.7 |
| Average Retail AUM | $1,285,735 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 13% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 20% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 13% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 26% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 17% | $0.1 |
| Other | 5% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PHILIP BROOKS | DALLAS | TX | S63|1982-03-02|S65|1999-12-27 | ||||||
| ERIC EISENHARD | DALLAS | TX | S66|2016-10-18 | ||||||
| KIMBERLY ARTHUR | DALLAS | TX | S66|2001-07-06 | ||||||
| MATTHEW FULLER | DALLAS | TX | S63|1992-05-21|S65|1999-12-29 | ||||||
| VALARIE WRIGHT | DALLAS | TX | S63|2006-06-03|S66|2007-09-22 | ||||||
| STEPHEN VALELLY | DALLAS | TX | S63|2000-07-14|S65|2006-03-03 | ||||||
| CARL CARLOS | DALLAS | TX | S66|1998-07-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AR-01/16/2025, CA-01/16/2025, CO-07/01/2020, FL-01/16/2025, GA-01/16/2025, IL-04/04/2019, LA-01/16/2025, NY-01/16/2025, OK-01/16/2025, SC-01/16/2025, TX-01/16/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV