UX WEALTH PARTNERS LLC

7200 S Alton Way
Suite A-250
Centennial, Colorado 80112
Tel: 720-797-8357

About UX WEALTH PARTNERS LLC

UX WEALTH PARTNERS LLC, formally registered with the SEC as UX WEALTH PARTNERS LLC. The firm was established in 05/29/2020. They have over 5 offices throughout the country.

UX WEALTH PARTNERS LLC is a Centennial, Colorado based Financial Planning firm with nearly $1,503,506,685 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308983
SEC#	801-118833
Assets Managed by Firm	$1,503,506,685
No. of Clients	47
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$1,503,506,685
Individuals (other than high net worth individuals)	13	$1,648,889
High net worth individuals	2	$4,210,359
Other investment advisers	32	$1,497,647,437

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