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UX WEALTH PARTNERS LLC

CENTENNIAL, CO · CRD 308983 · IAPD ↗ · uxwp.com · 720-797-8357

$1.87BRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — UX WEALTH PARTNERS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — UX WEALTH PARTNERS LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — UX WEALTH PARTNERS LLC reported RAUM up 37% ($1.50B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2024 — UX WEALTH PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — UX WEALTH PARTNERS LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — UX WEALTH PARTNERS LLC crossed $1B in regulatory AUM ($941.1M -> $1.50B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.