UNIQUE WEALTH, LLC

CLEARWATER, Florida·4 registered advisors·CRD# 312462
SEC# 801-1202940813-816-2030
01

Firm Overview

AUM
$626M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNIQUE WEALTH, LLC

4 registered advisors
Curtis Hugh Parry
CLEARWATER, Florida
Jeffrey John Sievers
CLEARWATER, Florida
Jessica Renee Thayer
CLEARWATER, Florida
John Stanley Mosher
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
4 advisors

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Data sourced from SEC Form ADV filings. UNIQUE WEALTH, LLC (CRD# 312462) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.