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| Keyboard |
| UX Wealth Partners LLC
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|---|---|
| CRD # | 308983 |
| SEC # | 801-118833 |
| CIK # | 0001840256 |
| AUM | 1,866.8 M (2026-06-18) |
| Employees | 7 (29% 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) | 12 | 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 | 43 | 1.9 |
| (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 | 9,087 | 1.9 |
| By Discretionary | ||
| Discretionary | 31 | 0.0 |
| Non-Discretionary | 9,056 | 1.9 |
| Total | 9,087 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 9,087 | 1.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nilsine Partners LLC
✚
|
CO | 1,881.7 M |
|
KLCM Advisors Inc
✚
|
WI | 1,876.9 M |
|
Wilkinson Global Asset Management LLC
✚
|
NY | 1,876.8 M |
|
Sovran Advisors LLC
✚
|
CA | 1,874.3 M |
|
Austin Asset Management Co
✚
|
TX | 1,871.8 M |
|
Blueprint Investment Partners LLC
✚
|
NC | 1,869.9 M |
|
WestEnd Advisors LLC
✚
|
NC | 1,868.0 M |
|
Diversified Management Inc
✚
|
WI | 1,866.3 M |
|
Ashton Thomas Securities LLC
✚
|
NY | 1,859.7 M |
|
Colonial Trust Advisors Inc
✚
|
SC | 1,852.9 M |