Disclosures
General Disclosures
UX Wealth Partners LLC ("UX Wealth") is an investment adviser 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 qualifies for an exemption or exclusion from registration requirements.
Website Disclosures
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.
Performance and Data Claims
All performance data, execution quality metrics, and fee comparisons referenced on this website are based on historical data and should not be construed as a guarantee of future results. Past performance is not indicative of future results.
Trade execution quality metrics (including NBBO comparison data) are derived from custodian-provided Transaction Cost Analysis (TCA) reports. Fee comparisons are based on publicly available industry data and UX Wealth's standard fee schedules. Individual results may vary based on account size, investment strategy, and custodial relationship.
The RIA Growth Scorecard tool provides estimated projections based on user-provided inputs and general industry benchmarks. These estimates are for informational purposes only and do not constitute financial advice or a guarantee of specific savings or outcomes.
Third-Party Content
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.
Awards and Recognition
Award references (including the 2025 WealthManagement.com Wealthies Award finalist designation and WealthManagement.com "Ten to Watch" recognition) 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.
Form ADV and Additional Information
A copy of UX Wealth's current written disclosure statement discussing UX Wealth's business operations, services, and fees is available from UX Wealth upon written request. For information pertaining to the registration status of UX Wealth, please contact the SEC, FINRA, 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) 456-8922.