| 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 |
Ux Wealth Partners LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Ux Wealth Partners LLC reports 7 employees.
Ux Wealth Partners LLC is based in Centennial, CO and has been SEC-registered since 2020.
Ux Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $4.8M |
| Non-discretionary | $2.05B |
| Total (RAUM) | $2.06B |