UX Wealth Partners LLC

Overview

UX Wealth Partners LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2020. The firm provides discretionary and non-discretionary portfolio management for individuals, families, small businesses and institutional clients. Its client billing blends asset-based fees with fixed-fee arrangements. UX Wealth Partners is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. FINTRX flags the firm as engaging in advisory activities that include acting as an investment adviser/sponsor and serving as a general partner or managing member of pooled investment vehicles.

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Location & Offices