← Directory
UX WEALTH PARTNERS LLC
CRD 308983File 801-118833
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.87B
Top 25% of cohort (national)
Discretionary AUM
$4.6M
Non-discretionary $1.86B
Clients
56
9,087 accounts
Employees
7
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 29, 2020
- Principal office
- 7200 S ALTON WAY, SUITE A-250, CENTENNIAL, CO, 80112
- Phone
- 720-797-8357
- Website
- https://www.uxwp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.87B
- Discretionary AUM
- $4.6M
- Non-discretionary AUM
- $1.86B
- Discretionary accounts
- 31
- Non-discretionary accounts
- 9,056
- Total accounts
- 9,087
- AUM per client
- $33.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 43 | $1.86B |
| High net worth individuals | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | 12 | $1.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 59 | 56 | decreased by3 |
| Apr 1, 2026 | AUM | $2,056,920,499 | $1,866,763,394 | decreased by$190,157,105 |
| Apr 1, 2026 | Accounts | 14,091 | 9,087 | decreased by5,004 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 59 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $907,412,874 | $2,056,920,499 | increased by$1,149,507,625 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,238 | 14,091 | increased by10,853 |
| Mar 1, 2022 | Employees | 5 | 7 | increased by2 |
| Mar 1, 2022 | Clients | 30 | 38 | increased by8 |
| Mar 1, 2022 | AUM | $796,180,817 | $907,412,874 | increased by$111,232,057 |
| Mar 1, 2022 | Accounts | 5,755 | 3,238 | decreased by2,517 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UX WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UX WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.