← Tributary

XILLION

SAN FRANCISCO, CA · CRD 327343 · IAPD ↗ · xillionapp.com · (415) 322-0670

$0Regulatory AUM
1Advisory reps
1Employees
976Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — XILLION (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 1 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
70
April 2024 — XILLION's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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