Unique Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burr Ridge, IL. Its latest Form ADV filing, dated March 27, 2026, reports $382M in regulatory assets under management, 10 employees, and 842 accounts.
Assets Under Management
$382M
Employees
10
Offices
--
Total Clients
397
Primary office
BURR RIDGE, IL
570 VILLAGE CENTER DRIVE, STE 203, BURR RIDGE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
187
2
HNWI
24.7%
98
3
Pension Plans
12.8%
51
4
Corporations
11.1%
44
5
Charitable
3.5%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 27, 2026
Discretionary99.8%
$381M
100% of total RAUM99.8%
Non-discretionary0.2%
$900K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$382M
Total Accounts842
10Y AUM Change+$382M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee40:1
10Y Employee Change+2 (+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.