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UX WEALTH PARTNERS LLC
UX WEALTH PARTNERS LLC
CENTENNIAL, Colorado
·
3 registered advisors
·
CRD# 308983
SEC# 801-118833
4
720-797-8357
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at UX WEALTH PARTNERS LLC
3 registered advisors
Carlos Simoes
CENTENNIAL, Colorado
CRD# 6084951
Kevin Lee Ramsier
CENTENNIAL, Colorado
CRD# 2418666
Kyle William Wiggs
CENTENNIAL, Colorado
CRD# 5159325
05
Office Locations
CENTENNIAL, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. UX WEALTH PARTNERS LLC (CRD# 308983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.