Talk to Kyle Book 20 minutes with Kyle Call 888-GET-UXWP A person answers · no forms, no bots

Your team, on your side

The people
who pick up.

Direct access to real experts. No scripts. No call centers. Just the people who run your platform.

Kyle Wiggs
I've tried most of
the legacy platforms.
Kyle Wiggs · Founder & Chief Executive Officer

I've tried to daisy chain them together. I've been stuck on hold. I've been stuck in a chat bot loop. And I've sat across from advisors and heard the same thing every time.

Advisors don't want to be embarrassed. They don't want to waste money. They don't want to waste time. They want to control the relationship, minimize their risk, maximize their growth, and do a great job for their clients.

If that's you, I want to talk to you. I get you. And we can help like nobody else can.

Call me — 888-GET-UXWP Book 20 minutes

Why this firm exists

So that no one has to sell their firm
to get the operations of a big one.

Independence has had an operating penalty attached to it for as long as anyone can remember. The firms with real operations were the firms that gave something up to get them — a parent company, a platform that owns the custodian, a term sheet with an earn-out. That trade is the thing we exist to remove.

An adviser's ceiling should be
their judgment, not their operations.

Three things we will not do.

We never take the client. The advisory agreement, the relationship and the fiduciary duty are yours. Nothing we send carries our name in front of your client.

We never take the custodian. You keep the one you have. We are not owned by an asset manager and we do not custody assets, so nobody upstream of us has an interest in where your clients' money sits.

We never make it expensive to leave. Thirty days, your full transaction history, composites, billing files and invoices — written down here, before you need it.

Put plainly, and in the founder's words: we do the part that made you want to quit, so you can keep doing the part that made you start.

Kyle Wiggs

Kyle Wiggs

Co-Founder & Chief Executive Officer

Fifteen years in wealth management before founding UX Wealth Partners in 2020. A WealthManagement.com “Ten to Watch” honoree, he built the firm so independent advisors never have to choose between scale and service.

Brad Roth

Brad Roth

Chief Investment Officer

Signal-processing engineer turned portfolio manager. Leads investment strategy and the model marketplace, and hosts the Behind the Ticker podcast.

The firm behind your firm

You built an independent firm.
We built its home.

An investment adviser registered with the Securities and Exchange Commission, a fiduciary by law, founded in 2020 and based in Centennial, Colorado. It works where your clients already custody — Charles Schwab, Interactive Brokers, Axos, Apex — and we never custody assets ourselves.