Unique Wealth, LLC

$965.6MAssets under management
as of Aug 2026 · SEC Form ADV
Tampa, FL
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No one at Unique Wealth, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $602M held · filed Aug 2024