UX Wealth Partners
UX Wealth Partners
UX Wealth Partners LLC ("UX Wealth") is an investment advisor registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information found on this website is for general information purposes only and should not be considered a solicitation to engage in any particular securities transaction or an offering of personalized investment advice over the internet.
Any subsequent, direct communication by UX Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
UX Wealth Partners and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which UX Wealth maintains clients. UX Wealth may only transact business in those states in which it is registered or notice-filed, or qualifies for an exemption or exclusion from registration requirements.
UX Wealth's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of UX Wealth's website on the Internet should not be construed by any consumer and/or prospective client as UX Wealth's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
UX Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to UX Wealth's website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Product screens and walkthrough figures on this website are illustrative and fictional; no actual client or strategy performance is shown. Statements about execution quality describe how execution is measured, not results. Past performance is not indicative of future results.
Fee comparisons use publicly available third-party list pricing. UX Wealth does not publish a fee schedule and quotes each firm individually. Individual results may vary based on account size, investment strategy, and custodial relationship.
References to third-party investment managers, custodians, technology providers, and other service providers on this website are for informational purposes only and do not constitute an endorsement, recommendation, or guarantee of any third party's services or products.
Award references (including the 2025 WealthManagement.com Wealthies Award finalist designation and WealthManagement.com "Ten to Watch" recognition (2025 list, published December 2024)) are based on specific selection criteria determined by the awarding organizations. Such recognition does not constitute an endorsement by the awarding organization and is not indicative of future performance. No compensation was paid for these designations.
A copy of UX Wealth's current written disclosure statement discussing UX Wealth's business operations, services, and fees is available at the link in the footer of every page and on request. For information pertaining to the registration status of UX Wealth, please contact the SEC or the state securities regulators for those states in which UX Wealth maintains a filing.
No warranty or representation, whether express or implied, is being made regarding the completeness, reliability, or accuracy of the information or data provided herein.
For questions regarding these disclosures, please contact us at info@uxwp.com or call 888-GET-UXWP.
UX Wealth Partners LLC’s Form ADV Part 2A brochure is available on request and through the SEC’s public record at adviserinfo.sec.gov (IARD 308983). Custodians named on this site — Charles Schwab, Interactive Brokers and Axos — are not affiliated with UX Wealth Partners and do not endorse its services. UX Wealth Partners never holds client funds or securities. Advisory fees are debited by the custodian and paid to the advisory firm.