The UX WEALTH PARTNERS is a privately held investment adviser that advises $1.87Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. UX WEALTH PARTNERS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 134.46% over the last 5-years.
The Group has been registered with the SEC for 6.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 7200 S ALTON WAY SUITE A-250, CENTENNIAL, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 2 investment and 5 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $1.87Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 43 other accounts. Assets of Other Investment Advisers clients own $1.86Bn or 99.75% of Total Assets and High Net Worth Individuals own $3.6mn or 0.19% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
UX WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.