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UX WEALTH PARTNERS LLC
CRD 308983 · SEC 801-118833
7200 S ALTON WAY, SUITE A-250, CENTENNIAL, CO, 80112, United States
Phone
720-797-8357
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$4.6M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)TRADING, BILLING, AND REPORTING FOR INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.0M |
| High net worth individuals | 1 | $3.6M |
| Other investment advisers | 43 | $1.86B |
States served
CA, CO, NV, NC, OH, PA, TX
All web addresses on file
Official SEC filing: View on IAPD