Lawrence
Lotwin

Ux Wealth Partners LLC

CRD#1421601
Investment Advisor
in Englewood, CO

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About this Advisor

Lawrence Lotwin is a financial advisor who works in Englewood, Colorado who has 2 years of industry experience. Lotwin works at Ux Wealth Partners LLC. Their career trajectory has included roles at Curian Capital LLC, Curian Clearing LLC, Sii, Alt Fund Distributors LLC, Gf Investment Services, LLC, Global Financial Private Capital and Alphastar Capital Management, LLC. Lotwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Ux Wealth Partners LLC is a company operating out of Englewood, CO. The investment advisory business has a total of seven advisors. It has $941 million in assets under management among its 7,486 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 7,486 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. Ux Wealth Partners LLC offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the type of services provided. However, fee types charged by Ux Wealth Partners LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

7200 S Alton Way Suite A-230
Englewood, CO 80112

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Ux Wealth Partners LLC Brokerage Details

Total Assets Under Management

$941,102,361

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

7,486

CO Average: 1,101
Average Account Size

$125,715

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lawrence Lotwin Work History

Lawrence has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Alphastar Capital Management, LLC

2017 - 2017 (< 1 year)

Alt Fund Distributors LLC

2017 - 2020 (3 years)

Gf Investment Services, LLC

2017 - 2020 (3 years)

Global Financial Private Capital

2015 - 2017 (2 years)

Sii

2010 - 2015 (5 years)

Curian Clearing LLC

2002 - 2015 (13 years)

Curian Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Lotwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ux Wealth Partners LLC

Lane Arnwine
Englewood, CO
Kyle Wiggs
Englewood, CO
Lawrence Lotwin
Englewood, CO
Kevin Ramsier
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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