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XO WEALTH MANAGEMENT

DALLAS, TX · CRD 281767 · IAPD ↗ · xowealth.com · 972-335-8000

$707.8MRegulatory AUM
7Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — XO WEALTH MANAGEMENT (DALLAS, TX) left the SEC roster (was $707.8M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
February 2025 — XO WEALTH MANAGEMENT notice-filed in AR, CA, FL, GA, IL, LA, NY, OK, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — XO WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.