1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2UNIQUE WEALTH, LLC

Map pinTAMPA, FL
Phone813-816-2030
NotebookSEC #801-120294
Total AUM
$965.6M
Employees
15
Clients
846

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4830 W KENNEDY BLVD
STE 100
TAMPA
FL 33609
United States
Operating Hours
9-5
Monday - Friday
Phone
813-816-2030
Other Offices
1

ReceiptFinancials

Total AUM
$965.6M
Accounts
846
Discretionary
$965.6M
Accounts
846
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
531
AUM
$292.4M
HNW Individual Clients
276
AUM
$625.6M
Pension/Profit Sharing Plan Clients
27
AUM
$29.5M
Corporation or Business Clients
12
AUM
$18.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGALANCNENHNJNYPATNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account