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RIA / WealthAdvisorCertified Financial Planner15 years in industry

KURT MICHAEL NEWSOM

Advisor at XXI WEALTH, LLC

Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57cb28c6-5fd5-3f49-ca9a-bf527df07f4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jun 24, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Kurt Michael Newsom

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: XXI WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 11, 2011
First registration: Jun 24, 2013
Dual registered: no
IAPD individual key: 5309165

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XXI WEALTH, LLC	Independent wealth	Jul 15, 2026	n/a	yes	Chicago, IL	Current employment
CIBC PRIVATE WEALTH ADVISORS, INC.	Bd affiliated wealth	Nov 17, 2017	Sep 13, 2024	no	Chicago, IL	Previous registration
GENEVA ADVISORS, LLC	Former SEC adviser	Jun 24, 2013	Sep 1, 2017	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CIBC PRIVATE WEALTH ADVISORS, INC.	XXI WEALTH, LLC	Sep 13, 2024	Jul 15, 2026	670	Firm change after gap	Ibd to RIA
GENEVA ADVISORS, LLC	CIBC PRIVATE WEALTH ADVISORS, INC.	Sep 1, 2017	Nov 17, 2017	77	Bulk transfer	Other

Relationships

Registered with (3)

→ XXI WEALTH, LLCRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ CIBC PRIVATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 17, 2017 to Sep 13, 2024factForm ADV
→ GENEVA ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 24, 2013 to Sep 1, 2017factForm ADV

Dated events

Occurred
Sep 13, 2024
Advisor changed firm
Kurt Michael Newsom left Cibc Private Wealth Advisors, Inc. for Xxi Wealth, Llc (registered 2026-07-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57cb28c6-5fd5-3f49-ca9a-bf527df07f4a
First observed: Jun 24, 2013
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KURT MICHAEL NEWSOM

Advisor at XXI WEALTH, LLC

Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57cb28c6-5fd5-3f49-ca9a-bf527df07f4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

XXI WEALTH, LLC

Independent wealth

Jul 15, 2026

n/a

yes

Chicago, IL

Current employment

CIBC PRIVATE WEALTH ADVISORS, INC.

Bd affiliated wealth

Nov 17, 2017

Sep 13, 2024

Chicago, IL

Previous registration

GENEVA ADVISORS, LLC

Former SEC adviser

Jun 24, 2013

Sep 1, 2017

CHICAGO, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CIBC PRIVATE WEALTH ADVISORS, INC.

XXI WEALTH, LLC

Sep 13, 2024

Jul 15, 2026

670

Firm change after gap

Ibd to RIA

GENEVA ADVISORS, LLC

CIBC PRIVATE WEALTH ADVISORS, INC.

Sep 1, 2017

Nov 17, 2017

Bulk transfer

Other