Xypn Invest

Registered investment advisor · Bozeman, Montana · CRD #285967

Assets Under Management

$882M

Client Accounts

3,921

Employees

CRD Number

285967

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Xypn Invest

XYPN INVEST is a fee-only financial advisory firm focused on providing investment management services. It supports independent advisors in building their own firms. The firm operates as a turnkey advice and planning platform.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Xypn Invest

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Xypn Invest's AUM?

Xypn Invest reports approximately $882M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Xypn Invest headquartered?

Xypn Invest is headquartered in Bozeman, Montana.

What is Xypn Invest's CRD number?

Xypn Invest's CRD number is 285967. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.