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 SEC-registered in 2021. The firm serves individual and family clients alongside some institutional relationships, providing financial planning and discretionary portfolio management primarily for individuals and small businesses. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. Unique Wealth does not act as a capital allocator to other managers and is not positioned as an active ESG investor. The firm lists an industry 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 1CURTIS PARRY
Founder and CEOCRD 4129260
Contacts
3 of 12Shannon 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 144Active vs passive
$719M in ETFs
65%
$467M
27%
$252M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $99.5M | 152,274 | 13.83% |
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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