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UNIQUE WEALTH, LLC

Tel: 813-816-2030
311 Park Place Blvd N
Ste. 230
Clearwater, Florida  33759

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UNIQUE WEALTH, LLC

UNIQUE WEALTH, LLC is a Clearwater, Florida based financial advisory firm with nearly $626,488,465 in assets under management and provides investment advisory services for 2063 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

312462

SEC#:

801-120294

No. of Clients:

2063

Assets under Management

$626,488,465

No. of Advisors:

10

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