|
⚲
|
| Keyboard |
| Unique Wealth LLC
✚
|
|
|---|---|
| CRD # | 312462 |
| SEC # | 801-120294 |
| CIK # | 0001957124 |
| AUM | 965.6 M (2026-03-12) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 813-816-2030 |
| Address | 4830 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Barclays Bank PLC | 10.0 | ||
| Bitwise Bitcoin ETF | 6.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 531 | 292.4 |
| (b) Individuals (high net worth individuals) | 276 | 625.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 29.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 965.6 |
| By Discretionary | ||
| Discretionary | 846 | 965.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 846 | 965.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 965.6 | |
| Total | 846 | 965.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957124] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Barton Investment Management LLC
✚
|
PA | 984.7 M |
|
Avion Wealth LLC
✚
|
TX | 984.6 M |
|
Asset One Wealth Management LLC
✚
|
WA | 982.5 M |
|
Altiora Financial Group LLC
✚
|
981.7 M | |
|
Aufman Associates Inc
✚
|
PA | 971.5 M |
|
Scott Capital Partners LLP
✚
|
970.5 M | |
|
Grace & White Inc
✚
|
NY | 964.2 M |
|
Evernest Financial Advisors
✚
|
IN | 963.0 M |
|
The Pacific Center for Financial Services
✚
|
CA | 960.6 M |
|
American Financial Advisors LLC
✚
|
GA | 950.2 M |