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| UX Wealth Partners LLC
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| |
|---|---|
| CRD # | 308983 |
| SEC # | 801-118833 |
| CIK # | 0001840256 |
| AUM | $1.5 BB (2024-05-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 720-797-8357 |
| Address | 7200 S Alton Way Centennial, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 1.6 |
| (b) Individuals (high net worth individuals) | 2 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 32 | 1,497.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 1,503.5 |
| By Discretionary | ||
| Discretionary | 15 | 5.9 |
| Non-Discretionary | 32 | 1,497.6 |
| Total | 47 | 1,503.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,503.5 | |
| Total | 47 | 1,503.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aveo Capital Partners LLC
✚
|
CO | 1.5 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
|
Barber Financial Group
✚
|
KS | 1.5 |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
|
Novare Capital Management
✚
|
NC | 1.5 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.5 |
|
Unigestion UK Ltd
✚
|
1.5 | |
|
Oak Associates Ltd
✚
|
OH | 1.5 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.5 |