Managing Member · UX Wealth Partners LLC
Kevin L. Ramsier
CRD 2418666 · Named on Form ADV at 2 SEC-registered advisers
At a glance
UX Wealth Partners LLC, an SEC-registered asset manager based in Centennial, CO with $1.9 billion in regulatory assets, lists Kevin L. Ramsier on its Form ADV as Managing Member, a control person. The SEC filings also name Kevin at 1 other registered adviser.
Firms and roles
- UX Wealth Partners LLCManaging MemberAsset manager · Centennial, CO · $1.9B in regulatory assets
- Thor Financial TechnologiesMemberAsset manager · Greensburg, PA · $217M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Jeffrey A. SmithChief Compliance Officer, UX Wealth Partners LLC
- Kyle W. WiggsChief Executive Officer, UX Wealth Partners LLC
- Carlos SimoesChief Technology Officer, UX Wealth Partners LLC
- Bradley R RothChief Investment Officer, UX Wealth Partners LLC
- Cameron RothMember, Thor Financial Technologies
1 more person named with Kevin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.