UX WEALTH PARTNERS LLC

UX WEALTH PARTNERS LLC of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 308983). Regulatory assets under management: $1.9B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (9)

NameRoleLocation
Jeffrey Andrew SmithCHIEF COMPLIANCE OFFICERHumacao, PR
Kevin Lee RamsierMANAGING MEMBER
Kyle William WiggsCHIEF EXECUTIVE OFFICER; MANAGING MEMBER
Carlos SimoesCHIEF TECHNOLOGY OFFICER
Bradley R RothCHIEF INVESTMENT OFFICER
SMITH CLARENCE ANDREWCHIEF COMPLIANCE OFFICER
WIGGS KYLE WILLIAMCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER
RAMSIER KEVIN LEEMANAGING MEMBER
SIMOES CARLOSCHIEF TECHNOLOGY OFFICER

Branch offices (4)

CityStateEmployeesPhone
1(760) 688-9984
17203305667
1720-330-5665
GREENSBURGPA1720-797-8357

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