Ux Wealth Partners Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $4.6M
- Clients
- 56
- Avg AUM / client
- $33.3M
- Accounts
- 9,087
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $1.0M | 0.05% |
| High net worth individuals | 1 | $3.6M | 0.19% |
| Other investment advisers | 43 | $1.9B | 99.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ramsier, Kevin, Lee | Managing Member | Sep 2013 (13y) | ≈ 37.5% – 75% via Sier Capital, Llc | |
| Kyle William Wiggs | Managing Member | Jan 2018 (9y) | ≈ 37.5% – 75% via 5280 Capital, Llc | |
| Simoes, Carlos | Chief Technology Officer | Jun 2022 (4y) | Less than 5% | |
| Smith, Jeffrey, Andrew | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Lawrence Neil Lotwin | Registered representative | Jul 2021 (5y) | ||
| Bradley R Roth | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 5280 Capital, Llc | Member | Apr 2020 | A | 50% – 75% |
| Sier Capital, Llc | Member | Apr 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Ramsier, Kevin, Lee: 75% – 100% of Sier Capital, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Kyle William Wiggs: 75% – 100% of 5280 Capital, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (99% of AUM) Jun 2026
- Fidelity Investments $93.1M (6% of AUM) May 2024
- Fidelity Brokerage Services $84.1M (9% of AUM) Dec 2023
- National Financial Services (Fidelity) $13.7M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗