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UNIQUE WEALTH, LLC

TAMPA, FL · CRD 312462 · IAPD ↗ · uniquewealth.com · 813-816-2030

$965.6MRegulatory AUM
12Advisory reps
15Employees
1Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — UNIQUE WEALTH, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — UNIQUE WEALTH, LLC reported RAUM up 26% ($766.5M -> $965.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
July 2025 — UNIQUE WEALTH, LLC moved its main office from CLEARWATER, FL to TAMPA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
July 2025 — UNIQUE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — UNIQUE WEALTH, LLC notice-filed in AL, CA, NE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — UNIQUE WEALTH, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2024 — UNIQUE WEALTH, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — UNIQUE WEALTH, LLC moved its main office from TAMPA, FL to CLEARWATER, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — UNIQUE WEALTH, LLC crossed $500M in regulatory AUM ($486.6M -> $626.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.