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XO Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

XO Wealth Management operates in the financial services sector, providing personalized wealth management guidance and planning. Its approach centers on collaborating with clients and their other professional advisors to create comprehensive plans aimed at optimizing current wealth while preserving it for future generations. The firm emphasizes a holistic suite of services designed to support clients in pursuing their financial goals, leveraging expertise to address long-term financial needs. Based in Dallas, Texas, the practice serves individuals seeking vigilant, tailored management of their wealth in a global economic context. The company appears to be a small firm focused on delivering individualized attention within the wealth management space.

Find XO Wealth Management employees' phone numbers or email addresses

XO Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Asia
1

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  • Indonesia
    1

XO Wealth Management's Leadership

  • Stylized image of a person
    C. C.
    First Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. V.
    Managing Director
    Phone icon
    Mobile Phone

XO Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from XO Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    First Vice President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    S. V.
    Managing Director
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is XO Wealth Management known for?

Minus sign iconPlus sign iconXO Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 14850 Quorum Drive Suite 350 Dallas, Texas 75254 United States; you can contact the main corporate office by phone at
+1-972-335-****
. Explore XO Wealth Management's company overview page for more information.

What is XO Wealth Management's most common email format?

Minus sign iconPlus sign iconXO Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more XO Wealth Management email formats with LeadIQ.

How many employees does XO Wealth Management have currently?

Minus sign iconPlus sign iconXO Wealth Management has approximately 3 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are XO Wealth Management's key employees and leadership?

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As of February 2026, XO Wealth Management's key employees include:

  • First Vice President: C. C.
  • Managing Director: S. V.

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