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XP ADVISORY US, INC.
CRD 173779 · SEC 801-114590
701 BRICKELL AVENUE, STE 1350, MIAMI, FL, 33131, United States
Phone
786-725-5983
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$792.3M
Discretionary AUM
$721.3M
Team
34 total employees; 27 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; % OF ASSETS UNDER CONSOLIDATION; THIRD-PARTY REFERRAL FEES
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersCONSOLIDATION/REPORTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $97.1M |
| Pooled investment vehicles | 11 | $448.6M |
| Corporations/business entities | 165 | $246.6M |
States served
NY, WY, FL
Official SEC filing: View on IAPD