Unique Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 12, 2026, reports $966M in regulatory assets under management, 15 employees, 1 office, and 846 accounts.
Assets Under Management
$966M
Employees
15
Offices
1 office
Total Clients
846
Primary office
TAMPA, FL
4830 W KENNEDY BLVD, STE 100, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.8% of total clients.
Top client categories% of clientsClients
1
Individuals
62.8%
531
2
HNWI
32.6%
276
3
Pension Plans
3.2%
27
4
Corporations
1.4%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$966Mas of March 12, 2026
Discretionary100.0%
$966M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$966M
Total Accounts846
10Y AUM Change+$966M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee56:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.