Xwealth
3yrs
3 years in the industry
About the firm
A registered investment advisory firm based in Newport Beach, California. It manages about $480,000. Services include financial planning, investment management for individuals and small businesses, other services.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; A share of investment gains
Typical client size ?Not stated
Assets under management ?$480,000
Individual clientsNot stated
Median years of experience3
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesOther services
Advisors at Xwealth
1Advisors
3Median years of experience
1States with offices
–Offices
Also known as
Xwealth LLC
About Xwealth
How do I contact Xwealth?
Call the main office at (714) 944-7587. The main office is at 1133 Camelback St. #7334, Newport Beach, CA 92658.
How is Xwealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Xwealth offer?
Financial planning, Investment management for individuals and small businesses, Other services.
How many advisors work at Xwealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.