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XTELLUS ADVISORS LLC

COCONUT GROVE, FL · CRD 313437 · IAPD ↗ · 203-900-2221

$43.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2024 — XTELLUS ADVISORS LLC (COCONUT GROVE, FL) left the SEC roster (was $43.5M RAUM, 3 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

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