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).

Current Firm Details
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759
https://uniquewealth.com/
By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    2,063
    ACCOUNTS
  • Average Account Value
    $303,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NH, NY, TN, TX

Financial Advisors at Unique Wealth, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy Bartlett, financial advisor Clearwater FL
Timothy J. Bartlett
CRD#: 5140526
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

2
Travis Gingras, financial advisor Clearwater FL
Travis J. Gingras
CRD#: 5334277
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

3
Curtis Parry, financial advisor Clearwater FL
Curtis H. Parry
CRD#: 4129260
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

4
John Mosher, financial advisor Clearwater FL
John S. Mosher
CRD#: 4007998
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

5
Jeffrey Sievers, financial advisor Clearwater FL
Jeffrey J. Sievers
CRD#: 3041857
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

6
Michael Talbot, financial advisor Clearwater FL
Michael J. Talbot
CRD#: 6284361
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

7
Jessica Thayer, financial advisor Clearwater FL
Jessica R. Thayer
CRD#: 4696148
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

8
Kyle Waterbury, financial advisor Clearwater FL
Kyle D. Waterbury
CRD#: 6703375
311 Park Place Blvd N, Ste. 230, Clearwater, FL 33759

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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