# UX Wealth Partners LLC

> 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.

- CRD: 308983
- Filed as: UX WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centennial, CO
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308983
- AdvisorCensus page: https://advisorcensus.com/firm/ux-wealth-partners-llc-centennial-co-308983

## Quick answers

**How is UX Wealth Partners LLC compensated?**
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).

**Where is UX Wealth Partners LLC located?**
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).

**Is UX Wealth Partners LLC registered with the SEC or a state?**
UX Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308983.

**How much does UX Wealth Partners LLC manage?**
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).

**How have UX Wealth Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does UX Wealth Partners LLC serve?**
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).

**Which custodians does UX Wealth Partners LLC use?**
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.

**Does UX Wealth Partners LLC report any disciplinary disclosures?**
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

**Does UX Wealth Partners LLC state an account minimum?**
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."

**What changed in UX Wealth Partners LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> 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.

- Minimum annual fee: $24

> The minimum annual fee for each covered account is $24.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,866,763,394
- Discretionary: $4,602,415
- Non-discretionary: $1,862,160,979

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,006,536 |
| High net worth individuals | 1 | $3,595,879 |
| Other investment advisers | 43 | $1,862,160,979 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NC, NV, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Greensburg, PA

### Websites listed on Form ADV (Item 1.I)
- uxwp.com
- LinkedIn @ux-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $796,180,817 | 5 | August 12, 2021 |
| October 2022 | $907,412,874 | 7 | February 17, 2022 |
| October 2023 | $941,102,361 | 7 | April 3, 2023 |
| October 2024 | $1,503,506,685 | 7 | May 21, 2024 |
| October 2025 | $2,056,920,499 | 7 | May 1, 2025 |
| October 2026 | $1,866,763,394 | 7 | June 18, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 3 to 2.

### April 2026
- Employees performing advisory functions went from 4 to 3.

### December 2025
- Added an office in Greensburg, PA.
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. UX Wealth Partners LLC (CRD 308983): Form ADV filing data as of October 2026.