{
  "crd_number": 308983,
  "slug": "ux-wealth-partners-llc-centennial-co-308983",
  "primary_business_name": "UX WEALTH PARTNERS LLC",
  "legal_name": "UX WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Centennial",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-29",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-06-18",
  "carried_forward": false,
  "raum_total": 1866763394.0,
  "raum_discretionary": 4602415.0,
  "raum_non_discretionary": 1862160979.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1006536.0,
      "count": 12
    },
    "other_investment_advisers": {
      "raum": 1862160979.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 3595879.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NC",
    "NV",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/ux-wealth-partners",
    "https://uxwp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308983",
  "city_as_filed": "CENTENNIAL",
  "url": "https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983",
  "display_name": "UX Wealth Partners LLC",
  "summary": "UX Wealth Partners LLC is an SEC-registered investment advisory firm in Centennial, CO, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.",
  "citation": "AdvisorCensus. UX Wealth Partners LLC (CRD 308983): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is UX Wealth Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), UX Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is UX Wealth Partners LLC located?",
      "a": "UX Wealth Partners LLC's principal office is in Centennial, CO, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is UX Wealth Partners LLC registered with the SEC or a state?",
      "a": "UX Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308983."
    },
    {
      "q": "How much does UX Wealth Partners LLC manage?",
      "a": "UX Wealth Partners LLC reports $1,866,763,394 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (0% discretionary)."
    },
    {
      "q": "How have UX Wealth Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for UX Wealth Partners LLC: Regulatory assets under management: $796,180,817 in the October 2021 data and $1,866,763,394 in the October 2026 data, up 134%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does UX Wealth Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (43); individuals (other than high net worth individuals) (12); high net worth individuals (1)."
    },
    {
      "q": "Which custodians does UX Wealth Partners LLC use?",
      "a": "UX Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does UX Wealth Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308983"
    },
    {
      "q": "Does UX Wealth Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"Our Firm generally requires a minimum of $25 million in investable assets to open an account with us and engage us for our asset management services. However, this minimum is negotiable.\""
    },
    {
      "q": "What changed in UX Wealth Partners LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 3 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 796180817.0,
      "total_employees": 5,
      "filing_date": "2021-08-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 907412874.0,
      "total_employees": 7,
      "filing_date": "2022-02-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 941102361.0,
      "total_employees": 7,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1503506685.0,
      "total_employees": 7,
      "filing_date": "2024-05-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2056920499.0,
      "total_employees": 7,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1866763394.0,
      "total_employees": 7,
      "filing_date": "2026-06-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Greensburg, PA.",
        "Registered or notice-filed in PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$24",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our Firm generally requires a minimum of $25 million in investable assets to open an account with us and engage us for our asset management services. However, this minimum is negotiable."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $24"
        ],
        "quotes": [
          "The minimum annual fee for each covered account is $24."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000000.0,
      "minimum_annual_fee": 24.0,
      "planning": []
    },
    "quotes": [
      "Our Firm generally requires a minimum of $25 million in investable assets to open an account with us and engage us for our asset management services. However, this minimum is negotiable.",
      "The minimum annual fee for each covered account is $24."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 1006536.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3595879.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 43,
      "fewer_than_5": false,
      "raum": 1862160979.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308983",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}