Unique Wealth Strategies
Firm details
- Headquarters
- Burr Ridge, Illinois
- CRD number
- 323994
- Registered since
- December 16, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.39%
- Individuals15.73%
- Pension & Profit Sharing Plans6.16%
- Charitable Organizations4.06%
- Insurance Companies0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Unique Wealth Strategies is an independent, SEC-registered registered investment adviser organized as a limited liability company and active since 2022. The firm is owned by an individual and positions itself as a capital allocator that serves both affluent individuals and families as well as institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of external advisers. Compensation mixes percentage-of-AUM and fixed fees. The firm does not identify as an ESG-driven investor and lists an insurance company affiliation.
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds13%
- Private Funds9%
- US Government Bonds7%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Jason Andryzak
Portfolio ManagerCRD 5397950
Ranjit Bahadur
President & FounderCRD 2968881
Priyadarshan Pradhan
Senior Investment ConsultantCRD 7012561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$125M in ETFs
72%
$89.7M
27%
$35.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.8M | 21,164 | 12.69% |
Location
Burr Ridge, IL
Du Page
Location
Burr Ridge, IL
Headquartered in Burr Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 570 Village Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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