This Disclosure document is being offered by UX Wealth Partners, LLC (“UX Wealth,” “we,” “us,” “our” or the “Firm”) about the investment advisory services we provide. It discloses information about our services and the way those services are made available to our clients. Our Firm became a registered investment adviser in May 2020 and is owned by 5280 Capital, LLC and SIER Capital, LLC. ASSET MANAGEMENT PLATFORM SERVICES FOR INDEPENDENT REGISTERED INVESTMENT ADVISERS AND SEPARATELY MANAGED ACCOUNTS (“SMA”) Our Firm through its management platform division has entered into agreements with unaffiliated registered investment advisers (hereafter referred to as “Independent RIA”) whereby our Firm oversees and manages on a discretionary basis some or all of these assets of the Independent RIA’s client (“Adviser Client”) according to the investment strategy chosen by the Adviser Client and/or Independent RIA. In these situations, the client remains a client of the Independent RIA. The decision as to what investment strategies the client assets are invested in is based on suitability information gathered and reviewed by the Independent RIA. When a strategy or model is selected for an Adviser Client account, the Independent RIA or in some cases the Adviser Client will provide UX Wealth with the amount of funds, either in terms of dollars or as a percent of the account’s value, in the Adviser Client account to be invested in the investment strategy/model. UX Wealth is responsible for the implementation and trading activity of the selected strategy/model in proportion to the amount of assets invested. Our Firm will manage and rebalance these assets based on its investment strategies automatically based on the parameters of the model and not based on overall client suitability. Strategies are managed on an ongoing basis. The Independent RIA is responsible for the administrative paperwork, servicing the accounts and account maintenance. UX Wealth grants the Independent RIA access to the performance software to enable performance reporting. UX Wealth facilitates the billing on behalf of the Independent RIA. As defined in our Asset Management Agreement with the Independent RIA, the investment management fees are collected by our Firm. The Independent RIA’s portion is afterwards paid directly to the Independent RIA from the total management fees deducted from the Adviser Client’s account. The authorization for the use of third-party asset management services will be part of the Independent RIA’s investment advisory agreement with the end client. Our Firm acts as a sub-advisor to the Independent RIA unaffiliated with our Firm. These Independent RIAs outsource some or all their portfolio management services which they offer to the Adviser Client and formalize the relationship through an Investment Management Agreement between the Independent RIA and UX Wealth. Our Firm maintains a limited power of attorney to direct trading of each Adviser Client account to purchase and sell securities in the account(s). UX MARCH 2024 | PAGE 4 of 26 Wealth’s authority to trade is either authorized through an agreement with a client or through our Asset Management Agreement with the Independent RIA. Custodians may require additional paperwork from each Adviser Client to grant trading discretion to our Firm. All client accounts will be held at an independent Custodian recommended by the Independent RIA. ADMINISTRATIVE SERVICES We have contracted with an unaffiliated entity to utilize their technology platform which supports data reconciliation, performance reporting, fee calculation, client relationship maintenance, at least quarterly performance evaluations, and other functions related to the administrative tasks of managing client accounts. Due to this arrangement, this unaffiliated entity will have access to client accounts but will not be an investment adviser to clients. This firm bills our Firm an annual fee for each account administered by its software. Please note that the fee billed to our client, the Independent RIA, will not increase due to the annual fee UX Wealth pays to this unaffiliated firm. This annual fee is paid from the portion of the management fee retained by UX Wealth. Third-Party Billing Services and Other Arrangements Our Firm sponsors billing and fee calculation services to our Independent RIA clients through a technology platform maintained by an unaffiliated entity. Independent RIAs generally utilize this billing functionality that we offer and sponsor for them. However, we may allow Independent RIAs to forego use of this service especially for those that prefer to do their billing in-house. The Independent RIA may opt for this through an addendum to an existing Asset Management Agreement, upon request and on a case-by-case basis. In addition, this third-party billing service enables Independent RIAs to calculate fees for certain SMAs and bill a designated paying account through an investment billing account designation form. MODEL PORTFOLIO SUBSCRIPTION SERVICES Our Firm offers model portfolios on digital platforms for independent financial institutions including unaffiliated Registered Investment Advisers, banks, and broker-dealers (“Financial Institutions”) to subscribe to. This service will allow Independent RIAs access to our Firm’s models/positions. In this arrangement, UX Wealth will not be given access to Independent RIAs client accounts. Our Firm does not enter into direct relationships with these clients. Instead, our Firm will send the investment signals to the subscribing firms or Independent RIA. The Independent RIAs will

be responsible for executing the trades and determining what asset allocation is suitable for their clients. Financial Institutions maintain their own custodial relationships and offer separate execution and clearing services. UX Wealth provides ongoing monitoring and supervision of the strategies and periodically recommends purchase and sale transactions with respect to the management of the model investment strategies by adjusting MARCH 2024 | PAGE 5 of 26 positions. Subscribing firms or Independent RIAs are also responsible for providing all administrative and performance reporting services to their clients. On occasion, these models can hold slightly different funds than our direct discretionary asset management accounts due to custodial relationship constraints that are outside of our control. CUSTOMIZED INVESTMENT STRATEGIES The investment and financial planning styles of some Independent RIAs may not align with the model portfolios made available by our Firm. Thus, we recognize the need to provide greater options and flexibility to Independent RIAs to accommodate their investment preferences and strategies through customized investment strategies as outlined below: UX Blends UX Blends are blended investment strategies available on the UX Model Marketplace. The blended strategies are managed and reviewed by UX Wealth, while the individual strategies within the blend are managed by their respective third-party managers. UX Blends serve as a starting point for client portfolios. Final investment decisions are the responsibility of the Independent RIA. Unified Management Account (UMA) Through the UX Wealth Software Platform, UX Wealth may allow the Independent RIA to contract with third-party investment managers who may publish model portfolios in the Independent RIA’s sponsored instance of the UX Wealth Software Platform and make them accessible therein. Adviser as Model Manager UX Wealth may allow the Independent RIA to act as a portfolio manager and create its own models for incorporation into the UX Wealth Software Platform. Under this arrangement, the Independent RIA would exercise investment discretion while UX Wealth would handle trading and billing functions. Gated Model Portfolios Our Firm may also allow an Independent RIA to contract with a third-party investment manager to publish model portfolios in the Independent RIA’s instance of a third-party platform with performance and reporting capabilities which our Firm sponsors as part of our agreement with the Independent RIA. A separate Gated Model Portfolio Subscription Agreement will be executed between our Firm and the Independent RIA to govern the terms of this arrangement. In almost all cases, the model portfolio providers, who may either be the Independent RIA as the manager or a third-party investment manager, may generally only use equities or ETFs. The MARCH 2024 | PAGE 6 of 26 customized model portfolios will be structured after extensive consultations with the Independent RIA. With regard to these customized investment strategies and/or selection of the third-party manager, UX Wealth's obligation is limited to executing the trading instructions provided for by the designated investment strategies. UX Wealth has no obligation to conduct due diligence, assess its economic and financial viability, or offer recommendations or advice regarding their feasibility or practicality. The Independent RIA retains full discretion and responsibility for developing, crafting, and allocating the tailored investment strategy, as well as selecting third- party investment managers. THIRD-PARTY FACT SHEETS Our Firm offers access to third-party “fact sheets” containing hypothetical performance to Independent RIAs, who are our clients. These fact sheets are generated inside of third-party systems and platforms. Each fact sheet manager, which may or may not be an affiliated firm, have their own branded fact sheets that follows the same sheet format (e.g., Thor, Ai Funds, Qraft, Stock Snips). Our Firm does not provide direct access to these fact sheets to Adviser Clients. TRADING SERVICES In order to facilitate the orderly trading of securities, we may also serve as agents of Independent RIAs for the placement of certain portfolio transactions. In doing so, we may offer to aggregate transactions involving the purchase and sale of securities in an effort to obtain better execution for such trades. HELD-AWAY DISCRETIONARY ACCOUNTS Through our relationship with an unaffiliated firm, our Firm provides an additional service for accounts not directly held with our recommended Custodian but where our Firm does have discretion and leverages an Order Management System to implement asset allocation or rebalancing strategies on behalf of the client. These are primarily 401(k) accounts, 529 plans, variable annuities, and other assets not held with the recommended Custodian. Our Firm’s representatives regularly review the current holdings and available investment options in these accounts, monitor the accounts, rebalance accounts, and implement our strategies as necessary. WRAP FEE PROGRAMS Our Firm does not sponsor a Wrap Fee Program. ASSETS MARCH 2024 | PAGE 7 of 26 As of December 31, 2023, our Firm manages and oversees a total of $1,503,506,684.35 in regulatory assets under management broken down as follows:  Discretionary Basis: $5,859,247.76  Non-Discretionary Basis: $1,497,647,436.59