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| Unique Wealth Strategies
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| CRD # | 323994 |
| SEC # | 801-127067 |
| CIK # | 0002009809 |
| AUM | 381.5 M (2026-03-27) |
| Employees | 10 (40% Investors, 10% Brokers) |
| Phone | 630-318-0565 |
| Address | 570 Village Center Drive, Ste 203 Burr Ridge, IL 60527 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009809 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.3 | ||
| Alphabet Inc | 7.3 | ||
| Nvidia Corp | 5.3 | ||
| Applied Materials Inc /DE | 5.2 | ||
| Facebook Inc | 4.8 | ||
| Microsoft Corp | 4.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.1 | ||
| Priceline Com Inc | 3.5 | ||
| Visa Inc | 2.7 | ||
| Alphabet Inc | 2.5 | ||
| Apple Inc | 2.4 | ||
| General Dynamics Corp | 1.9 | ||
| Philip Morris International Inc | 1.8 | ||
| Analog Devices Inc | 1.8 | ||
| Sandisk Corp | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 60.0 |
| (b) Individuals (high net worth individuals) | 98 | 280.0 |
| (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 | 51 | 23.5 |
| (h) Charitable organizations | 14 | 15.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 2.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 842 | 381.5 |
| By Discretionary | ||
| Discretionary | 840 | 380.6 |
| Non-Discretionary | 2 | 0.9 |
| Total | 842 | 381.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.5 | |
| Total | 842 | 381.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009809] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Destiny Capital Corporation
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|
CO | 382.2 M |
|
Eaton Financial Holdings Company LLC
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|
FL | 382.2 M |
|
Dean Financial Services LLC
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|
OH | 382.0 M |
|
Kirtland Hills Capital Management LLC
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|
OH | 382.0 M |
|
Mark J Snyder Financial Services Inc
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|
NY | 382.0 M |
|
Dravo Bay LLC
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|
DE | 381.8 M |
|
Harbour Investment Management LLC
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|
WA | 381.6 M |
|
RF&L Wealth Management LLC
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|
MA | 381.1 M |
|
Rubey & RUST Capital Management LLC
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|
381.0 M | |
|
Wealth Benefit Advisors LLC
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|
TX | 380.9 M |