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XO Wealth Management
XO Wealth Management was formed in Dallas in 2015 as a registered investment advisor serving individuals, corporations, trusts, and estates. The firm does not...
XO Wealth Management
XO Wealth Management was formed in Dallas in 2015 as a registered investment advisor serving individuals, corporations, trusts, and estates. The firm does not disclose its founding principals publicly, and its ownership structure is not visible in regulatory filings beyond standard corporate registrations. The advisor builds multi-asset-class portfolios, integrating equity and fixed-income allocations with financial planning services. The firm's Form ADV disclosures confirm it provides advisory services on a discretionary and non-discretionary basis, charging asset-based and fixed fees. Specific portfolio holdings, manager selections, or custom strategies are not disclosed publicly. The firm's operational footprint remains concentrated in Dallas. No additional office locations, team headcount, or assets under management have been publicly reported. The firm has not announced new service lines, acquisitions, or personnel moves in the past 24 months that are captured in public records. XO Wealth Management operates as an independent RIA, meaning the firm is not affiliated with a broker-dealer or product manufacturer. This structure is common among advisory firms seeking to minimize conflicts of interest, though without disclosure of its ownership, custodian relationships, or assets, the structural advantage is difficult for a third party to validate.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Frequently asked questions
Is XO Wealth Management a fiduciary?
Yes. As a registered investment advisor with the SEC, XO Wealth Management operates under a fiduciary duty to its advisory clients. This means the firm is legally obligated to act in the best interests of its clients, placing client interests ahead of its own. RIAs differ from broker-dealers, which adhere to a suitability rather than fiduciary standard.
What types of clients does XO Wealth Management serve?
Per its regulatory disclosures, XO Wealth Management provides advisory services to individuals, corporations, trusts, and estates. It does not publicly segment its client base by net worth or investment minimums. The firm's fee structure includes both asset-based fees and fixed charges, which suggests a mix of client types and service levels.
Does XO Wealth Management custody its own client assets?
No. As a registered investment advisor, XO Wealth Management is likely to use an independent, qualified custodian — such as Charles Schwab, Fidelity, or Pershing — to hold client assets. This separation of management and custody is a standard consumer protection required by SEC Rule 206(4)-2. The firm has not disclosed its specific custodian relationship publicly.
What is XO Wealth Management's investment approach?
The firm constructs multi-asset-class portfolios that include equities and fixed-income instruments, paired with financial planning. Disclosures indicate it manages assets on both a discretionary and non-discretionary basis. Without published manager selection criteria or white papers, the specific investment philosophy remains private to the firm.
How large is XO Wealth Management?
XO Wealth Management does not publicly report its assets under management or total client count. The firm's Form ADV does not disclose a regulatory assets-under-management figure that is reflected in public summaries. Without this information, it is not possible to estimate the scale of the firm's advisory business.
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