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X ADVISORS, LLC
CRD 315838 · SEC 801-130931
2646 SANTA MARIA WAY, SUITE 104, SANTA MARIA, CA, 93455, United States
Phone
805-465-9232
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.6M
Discretionary AUM
$228.6M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 608 | $94.3M |
| High net worth individuals | 51 | $134.3M |
States served
CA, CO, MD, TX
All web addresses on file
Official SEC filing: View on IAPD