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2XIDEAS

NEW YORK, NY · CRD 328190 · IAPD ↗ · 646-604-9039

$79.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
February 2025 — 2XIDEAS shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
October 2024 — 2XIDEAS reported RAUM down 68% ($253.1M -> $80.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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