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).
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Total Assets Under Management708MILLION
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Total Number of Accounts1,824ACCOUNTS
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Average Account Value$388,052
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, LA, NY, OK, SC, TX
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.
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.
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.
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.
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.
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.