# UX Wealth Partners

UX Wealth Partners is a Bank / Wealth / Trust based in Centennial, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Centennial, United States
- **Region:** North America
- **Address:** Centennial, CO, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** uxwp.com
- **LinkedIn:** https://www.linkedin.com/company/ux-wealth-partners

## Regulatory record

- **Reports private funds:** No

## About

UX Wealth Partners was founded in 2020 and operates as a registered investment adviser built specifically to serve independent RIAs. The firm provides a bundled technology and investment management platform that includes model portfolios, financial planning software integration, billing, and compliance support. This positions UX Wealth as a service provider to advisors rather than a direct-to-client wealth manager. The firm's core offering centers on a turnkey asset management program (TAMP) structure. Advisors access pre-built model portfolios spanning equities, fixed income, and alternatives, alongside tax-loss harvesting and rebalancing tools. The platform is designed to allow smaller independent RIAs to outsource investment operations while retaining client relationships. Team size and total assets under management are not publicly disclosed. The firm maintains its headquarters in Centennial, Colorado, with no additional office locations publicly identified as of mid-2026. Publicly available regulatory filings confirm its registration as an investment adviser with the SEC. No affiliated philanthropic vehicles or operating companies are disclosed in its public record. UX Wealth Partners' structural differentiator lies in its exclusive focus on the advisor-as-customer model. Unlike hybrid RIAs that maintain both direct-to-consumer and B2B channels, UX Wealth does not compete with its advisor clients for retail relationships. This clean separation of service represents a governance choice that avoids the channel conflict common in platforms that serve both intermediaries and end investors.

## Questions

### Who uses UX Wealth Partners' platform?

UX Wealth Partners was built specifically for independent registered investment advisers seeking to outsource investment management and operational infrastructure. The firm does not serve retail investors directly — its entire model is B2B, providing tools and portfolio management to RIAs who maintain their own client relationships and branding.

### Does UX Wealth Partners offer a TAMP?

Yes. The firm's core service is a turnkey asset management program that includes model portfolio construction, rebalancing, tax-loss harvesting, and performance reporting. Advisors can select from pre-built portfolios or customize allocations, while the firm handles trading and administrative execution.

## Related profiles

- [UV Insurance](https://altss.com/profile/uv-insurance)
- [V Wealth Advisors](https://altss.com/profile/v-wealth-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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