UX Wealth Partners LLC

Overview

UX Wealth Partners LLC is an SEC-registered advisory firm (registered in 2020) that provides portfolio management to both high-net-worth individuals/families and institutional clients. The firm operates as an LLC and charges clients through a combination of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutions. UX Wealth Partners does not describe itself as an active ESG investor and is not classified as a multi-state adviser. The firm is involved in sponsor and manager roles for pooled investment vehicles, indicating participation beyond purely advisory duties (listed affiliations include other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles). It is not identified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices