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, individual-owned RIA that is SEC-registered (2022). The firm acts as a capital allocator and provides wealth management and advisory services to both individual & family and institutional clients. Its service set includes financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Fees are charged as a percentage of AUM and via fixed fees. The firm is not flagged as an active ESG investor and lists an insurance company among its industry affiliations.
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 Equities64%
- Private Funds16%
- Public Funds/Mutual Funds10%
- US Government Bonds7%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Jason Andryzak
Portfolio ManagerCRD 5397950
Ranjit Bahadur
President & FounderCRD 2968881
Arti Srivastava
Business Development ExecutiveCRD 6554350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$124M in ETFs
72%
$89.6M
26%
$34.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.8M | 21,164 | 12.81% |
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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