Unique Wealth, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 312462
- Registered since
- February 12, 2021
- Website
- uniquewealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.78%
- Individuals30.28%
- Pension & Profit Sharing Plans3.05%
- Corporations / Businesses1.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Unique Wealth, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm works with individual and family clients as well as institutional accounts, delivering financial planning and portfolio management services geared toward individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Unique Wealth does not position itself as an ESG-focused manager, does not act as a pension consultant or a multi-state adviser, and is not listed as a capital allocator. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Curtis Parry
Founder and CEOCRD 4129260
Contacts
3 of 13
Shannon McCabe
Private Wealth AssociateCRD 7117239
Nicholas Kuszlyk
Private Wealth AssociateCRD 7269490
Connor Wasson
Client Experience AssociateCRD 6961690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 156Active vs passive
$863M in ETFs
63%
$540M
29%
$323M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $113M | 151,429 | 13.13% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4830 W Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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