Unique Wealth, LLC
Unique Wealth, LLC (CRD# 312462) is a financial advisory firm headquartered in Clearwater, FL. They manage $626,488,465 in 2,063 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management626MILLION
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Total Number of Accounts2,063ACCOUNTS
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Average Account Value$303,678
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, NH, NY, TN, TX
Timothy Bartlett (CRD# 5140526) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 15 years of experience in the finance industry.
Travis Gingras (CRD# 5334277) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 16 years of experience in the finance industry.
Curtis Parry (CRD# 4129260) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 20 years of experience in the finance industry.
John Mosher (CRD# 4007998) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 19 years of experience in the finance industry.
Jeffrey Sievers (CRD# 3041857) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 25 years of experience in the finance industry.
Michael Talbot (CRD# 6284361) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 9 years of experience in the finance industry.
Jessica Thayer (CRD# 4696148) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 12 years of experience in the finance industry.
Kyle Waterbury (CRD# 6703375) is an Investment Advisor Representative working at Unique Wealth, LLC in Clearwater, FL and has over 2 years of experience in the finance industry.