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UNIQUE WEALTH, LLC
CRD 312462 · SEC 801-120294
4830 W KENNEDY BLVD, STE 100, TAMPA, FL, 33609, United States
Phone
813-816-2030
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$965.6M
Discretionary AUM
$965.6M
Team
15 total employees; 12 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 531 | $292.4M |
| High net worth individuals | 276 | $625.6M |
| Pension/profit sharing plans | 27 | $29.5M |
| Corporations/business entities | 12 | $18.2M |
States served
AL, CA, CO, GA, LA, NE, NJ, NY, NC, PA, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD