UX Wealth Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
UX Wealth Partners reports 56 clients. They include 43 other investment advisers, 12 individual clients and 1 high-net-worth individual. Of its assets, 0.2% ($4.6M across 31 accounts) are managed with discretion; $1.86B across 9,056 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | <1% |
| High-net-worth individuals | 2% | <1% |
| Other investment advisers | 77% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $1.01M | 0.1% | $83.9K |
| High-net-worth individuals | Fewer than 5 | $3.6M | 0.2% | $3.6M |
| Other investment advisers | 43 | $1.86B | 99.8% | $43.3M |
| Total | 56 | $1.87B | 100% | — |
- Clients
- 12
- Regulatory AUM
- $1.01M
- AUM share
- 0.1%
- Avg. per client
- $83.9K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.6M
- AUM share
- 0.2%
- Avg. per client
- $3.6M
- Clients
- 43
- Regulatory AUM
- $1.86B
- AUM share
- 99.8%
- Avg. per client
- $43.3M
Total
- Clients
- 56
- Regulatory AUM
- $1.87B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
UX Wealth Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
5280 Capital, LLC owns 50% to 75% of UX Wealth Partners and is in turn owned by Kyle Wiggs (50–75%). Kyle Wiggs is CEO; the leadership team includes Chief Investment Officer Bradley Roth and Chief Compliance Officer Jeffrey Smith. It has 7 employees, 2 of them in advisory roles.
Staff
- 7 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Ux Wealth Partners LLC
5280 Capital, LLC
Control person · since April 2020
- Owns 50% to 75% of 5280 Capital, LLC
Kyle Wiggs
Control person · since January 2018
- Owns 50% to 75% of Ux Wealth Partners LLC
Sier Capital, LLC
Control person · since April 2020
- Owns 50% to 75% of Sier Capital, LLC
Kevin Ramsier
Control person · since September 2013
UX Wealth Partners’ regulatory assets grew 2.3× from $796M (July 2021) to $1.87B (June 2026); clients rose from 30 to 56 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $1.87B | 56 | 7 | 5 |
| May 2025May 2025 | $2.06B | 59 | 7 | 4 |
| May 2024May 2024 | $1.5B | 47 | 7 | 5 |
| Apr 2023April 2023 | $941M | 203 | 7 | 2 |
| Feb 2022February 2022 | $907M | 38 | 7 | 2 |
| Jul 2021July 2021 | $796M | 30 | 5 | 1 |
Besides its headquarters, UX Wealth Partners has 4 offices (3 private residences, listed without an address), with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 7200 S Alton Way, Suite A-250, CentennialHQ
Pennsylvania · 1 listed address
- 327 W. Pittsburgh Street, Greensburg
Contact and registration details
- Legal name
- Ux Wealth Partners LLC
- Headquarters
- 7200 S Alton Way, Suite A-250, Centennial, CO 80112
- Website
- uxwp.com
- Phone
- 720-797-8357
- @ux-wealth-partners
- SEC file
- 801-118833
- Structure
- Ohio LLC
- Fiscal year end
- December
UX Wealth Partners’ named custodians for separately managed accounts are Charles Schwab ($1.85B, 99%) and Fidelity ($13.7M, 1%). UX Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.85B99%
- FidelityNational Financial Services LLC · Smithfield, RI · $13.7M1%
At year end, UX Wealth Partners’ separately managed accounts were mostly in funds (74%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds74%
- Bonds2%
- Cash5%
- Other4%
- Preferred shares, depository receipts, reits4%
How many clients does UX Wealth Partners have?
UX Wealth Partners has 56 clients and manages $1.87 billion for them, as of June 2026. They include 43 other investment advisers, 12 individual clients and 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026
What services does UX Wealth Partners offer?
UX Wealth Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does UX Wealth Partners use?
UX Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.85B and National Financial Services LLC (Smithfield, RI), with $13.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026
How many financial advisors does UX Wealth Partners have?
UX Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does UX Wealth Partners invest in?
At the end of its last fiscal year, UX Wealth Partners’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 5% cash and equivalents, 4% other and 2% investment grade corporate bonds. The 4% other category is described as: Preferred Shares, Depository Receipts, Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns UX Wealth Partners?
UX Wealth Partners is owned through holding companies by Kevin Ramsier and Kyle Wiggs. Its direct owners are 5280 Capital, LLC (50% to 75%) and Sier Capital, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026
How does UX Wealth Partners get paid?
UX Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact UX Wealth Partners?
UX Wealth Partners’ main office is at 7200 S Alton Way, Suite A-250, Centennial, CO 80112. Its phone number is 720-797-8357. Its website is uxwp.com.