Scope
This Privacy Policy describes how XXI Wealth, LLC (“XXI Wealth,” “we,” “us”) collects, uses, and shares information from visitors to this website and from prospective clients who contact the firm. The privacy notice for clients, which appears later on this page, describes how the firm treats the nonpublic personal financial information of its clients under federal law.
Information you provide to us
The contact form on this site collects your name, your email address, an optional phone number, an optional note on how you were referred to the firm, and your message.
Please do not submit account numbers, Social Security numbers, or other sensitive financial information through the contact form or by email. If a matter requires sensitive information, the firm will arrange a secure method for providing it.
Information collected automatically
This site uses Google Analytics to understand how the site is used. Google Analytics collects your IP address, information about your device and browser, and the pages you visit, using cookies and similar identifiers. The firm also receives aggregate search data from Google Search Console.
How we use information
- To respond to your inquiry and evaluate a prospective engagement.
- To operate, secure, and improve the site.
- To meet legal and regulatory obligations, including the recordkeeping required of registered investment advisers under SEC Rule 204-2.
Service providers and sharing
This site is hosted by Vercel Inc. Analytics are provided by Google LLC through Google Analytics. These providers process information on the firm’s behalf in order to deliver their services. The firm may also disclose information when required by law, regulation, or legal process, or to protect the firm and its clients.
XXI Wealth does not sell personal information and does not share personal information for cross-context behavioral advertising. XXI Wealth does not share nonpublic personal information with non-affiliated third parties for their marketing purposes.
Cookies and how to opt out
The cookies used on this site support analytics. You can control or delete cookies through your browser settings. You can also prevent Google Analytics from collecting your data on any website by installing the Google Analytics opt-out browser add-on, available at tools.google.com/dlpage/gaoptout.
Retention
Information is retained for as long as it is needed for the purposes described above and to meet the firm’s regulatory recordkeeping obligations, and is then deleted or archived in accordance with the firm’s records policies.
Security
The firm uses administrative and technical safeguards designed to protect the information described in this policy. No method of transmission or storage is completely secure, and the firm cannot guarantee absolute security.
Children
This site is not directed to children under 13, and the firm does not knowingly collect personal information from children under 13.
Privacy notice for clients
The following notice is provided under the Gramm-Leach-Bliley Act and SEC Regulation S-P. It describes what XXI Wealth, LLC does with the financial information of its clients.
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depends on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and assets
- Transaction history
- Credit history and credit scores
How?
All financial companies need to share customers’ personal information to run their everyday business. In the table below, we list the reasons financial companies can share their customers’ personal information; the reasons XXI Wealth, LLC chooses to share; and whether you can limit this sharing.
Questions?
Call (312) 300-2670 or go to www.xxiwealth.com.
| Reasons we can share your personal information | Does XXI Wealth, LLC share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | Not applicable |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No | Not applicable |
| For our affiliates’ everyday business purposes – information about your creditworthiness | No | Not applicable |
| For our affiliates to market to you | No | Not applicable |
| For nonaffiliates to market to you | No | Not applicable |
Who is providing this notice?
XXI Wealth, LLC.
How does XXI Wealth, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building.
How does XXI Wealth, LLC collect my personal information?
We collect your personal information, for example, when you:
- Open an account
- Deposit money
- Seek advice about your investments
- Enter into an investment advisory contract
- Tell us about your investment or retirement portfolio or earnings
We also collect your personal information from other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates. Companies related by common ownership and control. They can be financial and nonfinancial companies. We may share information with our affiliates for our everyday business purposes, including information about your transactions and experiences.
Nonaffiliates. Companies not related by common ownership and control. They can be financial or nonfinancial companies. We do not share with non-affiliates so that they can market to you.
Joint marketing. A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We do not jointly market.
Other important information
Text Messaging Communications: XXI Wealth, LLC may communicate with clients via text messaging for account servicing or administrative purposes. These messages may be retained in accordance with SEC Books and Records Rule 204-2 and our firm’s recordkeeping policies. Clients should not send confidential personal information via text (such as Social Security numbers, account numbers, or trade instructions). All texting with clients is subject to monitoring and supervision.
Contact
Questions about this policy or about the firm’s privacy practices may be directed to contact@xxiwealth.com or 312-300-2670, or by mail to XXI Wealth, LLC, 8770 W Bryn Mawr Ave, Suite 1424, Chicago, IL 60631.
Effective date
This Privacy Policy is effective as of July 2026.