Kyle W. Wiggs

UX WEALTH PARTNERS LLC

CENTENNIAL, CO 80112

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CRD#: 5159325

Professional summary

Kyle William Wiggs, who also goes by Kyle Wiggs, is a registered financial advisor currently at UX WEALTH PARTNERS LLC located in Centennial, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kyle has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Wiggs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle William Wiggs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 14, 2020 - Present

UX WEALTH PARTNERS LLC

Office #1: 7200 S Alton Way Suite A-230, Centennial, CO 80112

RIA

CRD#: 308983

CENTENNIAL, CO

Past

April 4, 2015 - November 10, 2017

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

April 4, 2015 - November 10, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

DENVER, CO

Past

April 4, 2015 - November 10, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

April 4, 2015 - November 10, 2017

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

March 30, 2015 - November 10, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

DENVER, CO

Past

May 2, 2012 - February 25, 2014

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

January 5, 2010 - February 25, 2014

CURIAN CLEARING, LLC

CRD#: 132938

DENVER, CO

Past

November 9, 2006 - December 31, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UX WEALTH PARTNERS LLC

ROBERTS WEALTH MANAGEMENT | UX WEALTH PARTNERS LLC

CRD#: 308983 / SEC#: 801-118833

RIA

Registered Investment Advisory firm - (5/29/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/14/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/30/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2006

General Securities Representative Examination

Current Firm

UX WEALTH PARTNERS LLC

ROBERTS WEALTH MANAGEMENT | UX WEALTH PARTNERS LLC

CRD#: 308983 / SEC#: 801-118833

RIA

Registered Investment Advisory firm - (5/29/2020 Approved)

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Contact information

Main Address

7200 S Alton Way Suite A-250, Centennial, CO 80112

Mailing Address

Phone number

(720) 797-8357

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UX WEALTH FORM ADV 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	14,091
AUM (Assets Under Management)	$ 2,056,920,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle W. Wiggs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle William Wiggs's CRS (Customer Relationship Summary).

Certified licenses

Experience

SII INVESTMENTS, INC.

NATIONAL PLANNING CORPORATION

INVESTMENT CENTERS OF AMERICA, INC.

INVEST FINANCIAL CORPORATION

NATIONAL PLANNING CORPORATION

CURIAN CAPITAL, LLC

CURIAN CLEARING, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

UX WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2020

Series 66

Date: 4/30/2012

SIE

Date: 11/10/2017

Series 7

Date: 11/8/2006

Current Firm

UX WEALTH PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UX WEALTH PARTNERS LLC

TRUST BUT VERIFY

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