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Building 2UX WEALTH PARTNERS LLC

Map pinCENTENNIAL, CO
Phone720-797-8357
NotebookSEC #801-118833
Total AUM
$1.9B
Employees
8
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 S ALTON WAY
SUITE A-250
CENTENNIAL
CO 80112
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
720-797-8357
Other Offices
4

ReceiptFinancials

Total AUM
$1.9B
Accounts
9,087
Discretionary
$4.6M
Accounts
31
Non-Discretionary
$1.9B
Accounts
9,056

ContactClients

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Individual Clients
12
AUM
$1M
HNW Individual Clients
1
AUM
$3.6M
Investment Advisor Clients
43
AUM
$1.9B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TRADING, BILLING, AND REPORTING FOR INVESTMENT ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONCNVOHPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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