Unique Wealth Strategies
● SEC registered since 2022CRD 323994SEC# 801-127067Burr Ridge, IL
Reg. AUM
$381.5M
Employees
10
Accounts
842
Location
Burr Ridge, IL
Unique Wealth Strategies assets under management
Unique Wealth Strategies operates as an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2022. It reports $381.5 million in regulatory assets under management and employs 10 people.
Unique Wealth Strategies owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Thaddeus Andryzak Control | Portfolio Manager/ Chief Compliance Officer | Under 5% | 2022 |
| Ranjit Bahadur Control | President & Founder, Wealth Manager | Over 75% | 2016 |
Frequently asked questions
How much does Unique Wealth Strategies manage?
Unique Wealth Strategies reports $381.5 million in regulatory assets under management on its Form ADV.
How many employees does Unique Wealth Strategies have?
Unique Wealth Strategies reports 10 employees.
Where is Unique Wealth Strategies located?
Unique Wealth Strategies is based in Burr Ridge, IL and has been SEC-registered since 2022.
Does Unique Wealth Strategies disclose fund performance?
Unique Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 |
| Phone | 630-318-0565 |
| Fax | 630-839-2582 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$381.5M▲ 52%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$381.5Mregulatory AUM
Discretionary $380.6MNon-discretionary $900K