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UNIQUE WEALTH STRATEGIES
CRD 323994 · SEC 801-127067
570 VILLAGE CENTER DRIVE, STE 203, BURR RIDGE, IL, 60527, United States
Phone
630-318-0565
Fax
630-839-2582
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.5M
Discretionary AUM
$380.6M
Team
10 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $60.0M |
| High net worth individuals | 98 | $280.0M |
| Pension/profit sharing plans | 51 | $23.5M |
| Charitable organizations | 14 | $15.5M |
| Insurance companies | 3 | $2.5M |
| Corporations/business entities | 44 | — |
States served
CA, CO, DE, IL, IN, LA, MA, NJ, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD