UX Wealth Information

You didn't go independent to manage five logins. UX Wealth Partners runs the operating side of independent advisory firms — trading, billing, performance reporting, risk, planning and CRM — on one system, with our own desk and our own people behind it. Not five vendors with an integration diagram. One set of records, one login, one fee. Underneath it sits an investment marketplace: more than 100 institutional models from 17 managers, ranked head to head on live data, blended into custom portfolios in minutes, and traded from the same screen you researched them on. Run your own models alongside them at no platform fee — we don't charge a partner rent on their own intellectual property. We work where your clients already custody. Charles Schwab, Interactive Brokers, Axos and Apex. No forced migration, no repapering, and we never custody assets ourselves. Your data stays yours, portable in and out, whole, any time. WHO WE WORK WITH Standalone RIAs and qualified aggregators. A firm of one, a firm of fifty, an aggregator running dozens. No minimums to clear. WHAT MAKES THE DIFFERENCE Every number a client sees is computed once, from one book of record, and read everywhere else. That is why the proposal, the portal, the quarterly package and the invoice agree — not because someone reconciles them, but because there is nothing to reconcile. An investment adviser registered with the U.S. Securities and Exchange Commission, a fiduciary by law, founded in 2020 and based in Centennial, Colorado. We subscribe to GIPS methodology; we are not a GIPS-compliant firm, and we'll tell you that before you have to ask. Where independence is realized. Call 888-GET-UXWP. A person answers.