Ux Wealth Partners LLC
● SEC registered since 2020CRD 308983SEC# 801-118833Centennial, CO
Reg. AUM
$1.87B
Employees
7
Accounts
9,087
Location
Centennial, CO
Ux Wealth Partners LLC assets under management
Ux Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Centennial, CO. The firm has been registered since 2020. It reports $1.9 billion in regulatory assets under management and employs 7 people.
Ux Wealth Partners LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 5280 Capital, LLC Control | Member | 50-75% | 2020 |
| Bradley R Roth | Chief Investment Officer | Under 5% | 2025 |
| Carlos Simoes Control | Chief Technology Officer | Under 5% | 2022 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ux Wealth Partners LLC manage?
Ux Wealth Partners LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Ux Wealth Partners LLC have?
Ux Wealth Partners LLC reports 7 employees.
Where is Ux Wealth Partners LLC located?
Ux Wealth Partners LLC is based in Centennial, CO and has been SEC-registered since 2020.
Does Ux Wealth Partners LLC disclose fund performance?
Ux Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7200 S Alton Way, Suite A-250, Centennial, CO 80112 |
| Phone | 720-797-8357 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1840256 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.87B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.87Bregulatory AUM
Discretionary $4.6MNon-discretionary $1.86B