Unique Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

312462

SEC number

801-120294

Firm type

RIA

Assets under management

$965.6M as of Mar 12, 2026

Website

uniquewealth.com ↗

Phone

813-816-2030

Address

4830 W Kennedy Blvd, Tampa, FL, 33609

Advisors at this firm

13 in our index · page 1 of 1

• Timothy J BartlettCRD 5140526 · Tampa, FL
  IA RegisteredRegistration inactive
• Travis John GingrasCRD 5334277 · Tampa, FL
  IA RegisteredRegistration inactive
• Nicholas Robert KuszlykCRD 7269490 · Tampa, FL
  IA RegisteredRegistration inactive
• John Stanley MosherCRD 4007998 · Clearwater, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shannon Rose MccabeCRD 7117239 · Tampa, FL
  IA RegisteredRegistration inactive
• Curtis Hugh ParryCRD 4129260 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey John SieversCRD 3041857 · Clearwater, FL
  IA RegisteredRegistration inactive
• Paul Anthony SullivanCRD 7919598 · Tampa, FL
  IA Registered
• Michael James TalbotCRD 6284361 · Clearwater, FL
  IA RegisteredRegistration inactive
• Jessica Renee ThayerCRD 4696148 · Tampa, FL
  IA RegisteredRegistration inactive
• Benjamin Anthony WassonCRD 6628422 · Tampa, FL
  IA RegisteredRegistration inactive
• Connor Lee WassonCRD 6961690 · Tampa, FL
  IA RegisteredRegistration inactive
• Kyle D WaterburyCRD 6703375 · Tampa, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.