Data / Investment advisers / Colorado / Ux Wealth Partners LLC
Ux Wealth Partners LLC, Centennial, CO: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ux Wealth Partners LLC is an SEC registered investment adviser with its main office in Centennial, Colorado and reports $1.9 billion in regulatory assets under management in its Form ADV filed June 18, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Ux Wealth Partners LLC (CRD number 308983): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 308983
- SEC file number
- 801-118833
- SEC status
- Approved, effective May 29, 2020
- Main office
- 7200 S Alton Way Suite A-250, Centennial, CO 80112
- Phone
- (720) 797-8357
- Website
- uxwp.com
- Regulatory AUM
- $1,866,763,394 in the Form ADV filed June 18, 2026
- Discretionary AUM
- $4,602,415
- Non discretionary AUM
- $1,862,160,979
- Accounts
- 9,087
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 43 | $1.86 billion |
| High net worth individuals | 1 | $3.6 million |
| Individuals (other than high net worth individuals) | 12 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.87 billion | March 23, 2026 |
| December 1, 2025 | $2.06 billion | November 27, 2025 |
Other advisers in Centennial
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Schaefer Financial Management, Inc. | Centennial | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Fi401k Advisors | Centennial | $915 million | Not listed | adviserinfo.sec.gov |
| Peak Planning Group, LLC | Centennial | $710 million | Not listed | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | $624.9 million | Not listed | adviserinfo.sec.gov |
| JHP Wealth Management, LLC | Centennial | $223.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Centennial, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Ux Wealth Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.