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 operates as an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and markets itself as a capital allocator, serving both individual and family clients alongside institutional relationships. Its fee arrangements combine asset-based fees and fixed-fee engagements. Service offerings emphasize directly managed portfolios and planning: financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. The firm is affiliated with an insurance company and is not identified as an active ESG investor.
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
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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