UNIQUE WEALTH STRATEGIES
SEC Form ADV profile.
Total regulatory AUM
$381,500,000
Discretionary
$380,600,000
Non-discretionary
$900,000
Firm details
- CRD number
- 323994
- SEC file number
- 801-127067
- Main office
- BURR RIDGE, IL, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.