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Home > Retirement Planners > florida > clearwater > UNIQUE WEALTH, LLC
UNIQUE WEALTH, LLC
311 Park Place Blvd N
Ste. 230
Clearwater, Florida 33759
Tel: 813-816-2030
About UNIQUE WEALTH, LLC
UNIQUE WEALTH, LLC, formally registered with the SEC as UNIQUE WEALTH, LLC. The firm was established in 02/12/2021. They have over 1 offices throughout the country.
UNIQUE WEALTH, LLC is a Clearwater, Florida based Financial Planning firm with nearly $626,488,465 assets under management, offering retirement planning & investment advisory services to 2063 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312462 |
| SEC# | 801-120294 |
| Assets Managed by Firm | $626,488,465 |
| No. of Clients | 2063 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2063 | $626,488,465 |
| Individuals (other than high net worth individuals) | 426 | $191,726,967 |
| High net worth individuals | 230 | $408,557,061 |
| Pension and profit sharing plans | 17 | $12,501,780 |
| Corporations or other businesses | 9 | $13,702,657 |
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