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XYPN INVEST
XY INVESTMENT SOLUTIONS, LLC
CRD 285967 · SEC 801-118916
24 E. MAIN STREET, BOZEMAN, MT, 59715, United States
Phone
(360) 301-7579
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$881.5M
Discretionary AUM
$880.8M
Team
64 total employees; 55 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 465 | $195.7M |
| High net worth individuals | 156 | $454.3M |
| Pension/profit sharing plans | 13 | $8.6M |
| Charitable organizations | 7 | $3.6M |
| Other investment advisers | 41 | $194.3M |
| Corporations/business entities | 9 | $25.0M |
States served
AL, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NY, NC, ND, OH, OK, OR, PA, RI, SC, VA, WV, WI, MO, WA, TX, FL, SD
All web addresses on file
- http://www.tenerewealthadvisors.com/
- http://www.quietwealth.com/
- http://www.kclwealth.com
- http://www.setzerfinancial.com
- http://www.hoevenwealth.com
- https://www.momentouswealthadvisors.com/
- https://www.evidentia.co/
- https://www.tiktok.com/@wealth.decisions
- https://www.facebook.com/momentouswealthadvisors/
- https://www.turningpointhq.com/
- https://www.instagram.com/wealthdecisionsbybrian/
- http://www.elationwealth.com
- http://www.ConleyCapitalMgmt.com
- http://www.deltalakewm.com
- http://www.clearskieswealthplanning.com/
- http://www.forwardwealthmgmt.com
- http://www.neponsetriverwealth.com
- http://www.onyxfn.com
- https://www.youtube.com/@CharlesMichaelFinancial
- http://www.CharlesMichaelFinancial.com
- http://www.momentouswealthadvisors.com/
- http://www.vitawm.com/
- https://www.trophypointfp.com/
- http://www.trophypointhq.com/
- http://www.stringerfin.com
- http://www.tenringwealth.com
- http://www.charlesmichaelfinancial.com
- http://www.rudderfinancial.com
- http://www.flintfp.com
- http://www.wealthbyintent.com
- http://www.wbiadvisory.com
- http://www.bestinvestmentgroup.net
- http://www.evidentia.co/
- https://www.facebook.com/NewLeafFinancialGuidance/
- https://www.instagram.com/moneywithryanjohnson/
- http://findpeaceandfreedom.com/
- http://www.harvardwealth.com
- https://www.linkedin.com/company/hundredfp/
- https://www.linkedin.com/company/xy-investment-solutions
- https://www.xyplanningnetwork.com/invest
- http://www.planyourpursuit.com
- http://www.equiplanning.com
- http://www.xypnsapphire.com
- https://www.birdieretirementplanning.com/
- http://www.newleaffinancialguidance.com/
- http://www.hundredfp.com/
- https://linktr.ee/wealth_decisions_by_brian
Official SEC filing: View on IAPD