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| Happy Holidays!! thanks for using AUM13F!! |
| Unique Wealth LLC
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| CRD # | 312462 |
| SEC # | 801-120294 |
| CIK # | 0001957124 |
| AUM | $766.5 M (2025-06-06) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 813-816-2030 |
| Address | 4830 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001957124 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.1 | ||
| Nvidia Corp | 7.8 | ||
| Barclays Bank PLC | 6.7 | ||
| Alphabet Inc | 5.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 246.6 |
| (b) Individuals (high net worth individuals) | 240 | 487.5 |
| (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 | 20 | 14.8 |
| (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 | 9 | 17.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,470 | 766.5 |
| By Discretionary | ||
| Discretionary | 2,470 | 766.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,470 | 766.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 766.5 | |
| Total | 2,470 | 766.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957124] |
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Clark Asset Management LLC
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0.8 | |
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Pitcairn Wealth Advisors LLC
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PA | 0.8 |
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CMH Wealth Management LLC
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Franklin Parlapiano Turner & Welch LLC
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TX | 0.8 |
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Delta Investment Management LLC
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CA | 0.8 |
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Palo Alto Wealth Advisors LLC
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CA | 0.8 |
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TSG Advice Partners LLC
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OH | 0.8 |
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Evernest Financial Advisors
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IN | 0.8 |
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The Family Firm Inc
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MD | 0.8 |
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Shulman Demeo Asset Management LLC
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NY | 0.8 |