Kyle William Wiggs
Investment adviser representative at Ux Wealth Partners LLC
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ux Wealth Partners, LLCApr 2020 to now
- Thor Financial TechnologyApr 2019 to now
- Exact StrategiesDec 2017 to Mar 2021
- National Planning HoldingsApr 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ux Wealth Partners LLC
$1.9BAssets managed
56Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5159325
- Firm CRD
- 308983