Xo Wealth Management

Xo Wealth Management (CRD# 281767) is a financial advisory firm headquartered in Dallas, TX. They manage $707,806,879 in 1,824 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
14850 Quorum Drive, Suite 350, Dallas, TX 75254
http://www.xowealth.com
By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    1,824
    ACCOUNTS
  • Average Account Value
    $388,052
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, GA, IL, LA, NY, OK, SC, TX

Financial Advisors at Xo Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Philip Brooks, financial advisor Addison TX
Philip J. Brooks
CRD#: 835586
15455 Dallas Parkway, Suite 1080, Addison, TX 75001

Philip Brooks (CRD# 835586) is an Investment Advisor Representative working at Xo Wealth Management in Addison, TX and has over 42 years of experience in the finance industry.

2
Carl Carlos, financial advisor Dallas TX
Carl P. Carlos
CRD#: 3042225
14850 Quorum Drive, Suite 350, Dallas, TX 75254

Carl Carlos (CRD# 3042225) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 25 years of experience in the finance industry.

3
Eric Eisenhard, financial advisor Dallas TX
Eric F. Eisenhard
CRD#: 6691352
14850 Quorum Drive, Suite 350, Dallas, TX 75254

Eric Eisenhard (CRD# 6691352) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.

4
Matthew Fuller, financial advisor Dallas TX
Matthew H. Fuller
CRD#: 2221854
14850 Quorum Drive, Suite 350, Dallas, TX 75254

Matthew Fuller (CRD# 2221854) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 31 years of experience in the finance industry.

5
Stephen Valelly, financial advisor Dallas TX
Stephen J. Valelly
CRD#: 863543
14850 Quorum Drive, Suite 350, Dallas, TX 75254

Stephen Valelly (CRD# 863543) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 23 years of experience in the finance industry.

6
Valarie Wright, financial advisor Dallas TX
Valarie L. Wright
CRD#: 4758974
14850 Quorum Drive, Suite 350, Dallas, TX 75254

Valarie Wright (CRD# 4758974) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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