XWEALTH

Phone

(714) 944-7587

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$480K

Discretionary AUM

$480K

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No