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UX WEALTH PARTNERS LLC

dba UX WEALTH PARTNERS LLC · CRD 308983 · Registered Investment Adviser

UX WEALTH PARTNERS LLC is a Registered Investment Adviser headquartered in CENTENNIAL, CO. The firm reports $1,866,763,394 in regulatory assets under management across 9,087 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$4,602,415
Non-discretionary$1,862,160,979
Total RAUM$1,866,763,394
Accounts9,087

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 308983. adviserinfo.sec.gov/firm/summary/308983.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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