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| Happy Holidays!! thanks for using AUM13F!! |
| UX Wealth Partners LLC
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|---|---|
| CRD # | 308983 |
| SEC # | 801-118833 |
| CIK # | 0001840256 |
| AUM | $2.1 B (2025-05-01) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 720-797-8357 |
| Address | 7200 S Alton Way Centennial, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 30 | 2.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,091 | 2.1 |
| By Discretionary | ||
| Discretionary | 31 | 0.0 |
| Non-Discretionary | 14,060 | 2.1 |
| Total | 14,091 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 14,091 | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titleist Asset Management LLC
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|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 2.1 |
|
Revisor Wealth Management LLC
✚
|
OH | 2.1 |
|
Strive Asset Management LLC
✚
|
TX | 2.1 |
|
Joel R Mogy Investment Counsel Inc
✚
|
CA | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
Summit Financial Strategies Inc
✚
|
OH | 2.1 |
|
Wilkinson Global Asset Management LLC
✚
|
NY | 2.1 |
|
Guardian Wealth Advisors LLC
✚
|
NC | 2.1 |
|
Foundry Partners LLC
✚
|
OH | 2.0 |