Investment adviser · CRD 308983
UX WEALTH PARTNERS LLC
Investment adviser filing (IA)
CENTENNIAL, CO, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $1.87B Form ADV · Item 5.F
- Client accounts
- 9,087 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 43 | $1,862,160,979 | 99.8% |
| High-net-worth individuals | Fewer than 5 | $3,595,879 | 0.2% |
| Individuals | 12 | $1,006,536 | 0.1% |
Filing source
Form ADV 2114316 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
7200 S ALTON WAY, SUITE A-250CENTENNIAL, CO, 80112, United States
CRD 308983
Filing source
Form ADV 2114316 · Jun 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.