Unique Wealth, LLC
● SEC registered since 2021CRD 312462SEC# 801-120294Tampa, FL
Reg. AUM
$965.6M
Employees
15
Accounts
846
Location
Tampa, FL
Unique Wealth, LLC assets under management
Unique Wealth, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $965.6 million in regulatory assets under management and employs 15 people.
Unique Wealth, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Hugh Parry Control | Chief Executive Officer/Owner | Under 5% | 2021 |
| Jeffrey John Sievers | Owner | 5-10% | 2022 |
| Jessica Renee Thayer Control | Chief Compliance Officer/Owner | 5-10% | 2022 |
| Jjlm 2021, LLC Control | Owner | 25-50% | 2021 |
| John Stanley Mosher Control | Owner | Under 5% | 2021 |
| Uniquely Together Forever, LLC Control | Owner | 50-75% | 2021 |
| Curtis Hugh Parry Control | Owner | Over 75% | 2021 |
| John Stanley Mosher Control | Owner | 25-50% | 2021 |
Frequently asked questions
How much does Unique Wealth, LLC manage?
Unique Wealth, LLC reports $965.6 million in regulatory assets under management on its Form ADV.
How many employees does Unique Wealth, LLC have?
Unique Wealth, LLC reports 15 employees.
Where is Unique Wealth, LLC located?
Unique Wealth, LLC is based in Tampa, FL and has been SEC-registered since 2021.
Does Unique Wealth, LLC disclose fund performance?
Unique Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4830 W Kennedy Blvd, Ste 100, Tampa, FL 33609 |
| Phone | 813-816-2030 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$965.6M▲ 26%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$965.6Mregulatory AUM
Discretionary $965.6M