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 registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm is owned by an individual and acts as a capital allocator, advising both individual and family clients as well as institutional clients. Compensation is a mix of percentage-of-AUM and fixed fees. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm reports an industry affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5JASON 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 117Active vs passive
$80.9M in ETFs
70%
$56.9M
30%
$24M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $12.9M | 284,659 | 15.94% |
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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