UX WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.9B

Discretionary

$4.6M

0% of AUM

Avg account

$205K

Accounts

9,087

Employees

Advisory reps

Firm details

Headquarters: CENTENNIAL, Colorado
CRD number: 308983
Registered since: May 29, 2020
Website: www.uxwp.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers99.75%
HNWI0.19%
Individuals0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

UX Wealth Partners LLC is a fee-based registered investment adviser formed as an LLC and operating since 2020. The firm provides portfolio management for high-net-worth individuals, families and for businesses or institutional clients, using both percentage-of-AUM and fixed-fee billing. Its business model emphasizes advisory relationships where clients retain trading authority: the majority of assets are non-discretionary, and the firm offers model-based and pooled solutions in addition to individual client portfolios. Firm activities show involvement beyond typical advisory work — UX Wealth Partners acts in capacities that include adviser or sponsor roles and as a general partner or managing member of pooled investment vehicles. That affiliation indicates the firm can both allocate to third‑party fund managers and run or sponsor pooled products for clients whose needs fit those structures. The firm is not classified as an active ESG investor.