Ux Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated March 23, 2026, reports $1.9B in regulatory assets under management, 8 employees, 4 offices, and 9,087 accounts.
Assets Under Management
$1.9B
Employees
8
Offices
4 offices
Total Clients
56
Primary office
CENTENNIAL, CO
7200 S ALTON WAY, SUITE A-250, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 76.8% of total clients.
Top client categories% of clientsClients
1
Other Advisers
76.8%
43
2
Individuals
21.4%
12
3
HNWI
1.8%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 23, 2026
Discretionary0.2%
$5M
0% of total RAUM0.2%
Non-discretionary99.8%
$1.9B
100% of total RAUM99.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts9,087
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee7:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.