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Member · XXI Wealth, LLC

TRACY M. Hoffmann

CRD 2271685 · Named on Form ADV at one SEC-registered adviser

At a glance

XXI Wealth, LLC, an SEC-registered wealth manager based in Chicago, IL with $532 million in regulatory assets, lists TRACY M. Hoffmann on its Form ADV as Member, a control person.

Firms and roles

  • XXI Wealth, LLCMemberWealth manager · Chicago, IL · $532M in regulatory assets

AtlasMembers

TRACY’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For TRACY’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.