UNIQUE WEALTH, LLC
CRD #312462 SEC #801-120294 TAMPA, FL 813-816-2030
SEC Registered
Total AUM
$766.5M
Discretionary
$766.5M
Employees
12
Clients
0
Accounts
2,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $766.5M | $766.5M | $0 | 12 | 0 |
| Mar 2025 | $766.5M | $766.5M | $0 | 12 | 0 |
| Aug 2024 | $626.5M | $626.5M | $0 | 10 | 0 |
| Jul 2024 | $626.5M | $626.5M | $0 | 10 | 0 |
| Mar 2024 | $626.5M | $626.5M | $0 | 10 | 0 |
| Jun 2023 | $486.6M | $486.6M | $0 | 10 | 2 |
| Mar 2023 | $486.6M | $486.6M | $0 | 10 | 2 |
| Feb 2023 | $486.6M | $486.6M | $0 | 10 | 2 |
| Nov 2022 | $528.5M | $528.5M | $0 | 13 | 1 |
| Aug 2022 | $528.5M | $528.5M | $0 | 13 | 1 |
| Jun 2022 | $528.5M | $528.5M | $0 | 13 | 1 |
| May 2022 | $528.5M | $528.5M | $0 | 13 | 1 |
| Feb 2022 | $528.5M | $528.5M | $0 | 13 | 1 |
| Dec 2021 | $480.9M | $480.9M | $0 | 13 | 0 |
| Aug 2021 | $480.9M | $480.9M | $0 | 10 | 0 |
| Jun 2021 | $480.9M | $480.9M | $0 | 10 | 0 |
| Jun 2021 | $480.9M | $480.9M | $0 | 10 | 0 |
| Mar 2021 | $0 | $0 | $0 | 12 | 0 |
| Mar 2021 | $0 | $0 | $0 | 12 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$766.5M
Discretionary$766.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$766.5M
Discretionary$766.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees10
Clients0
DateJul 2024
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees10
Clients2
DateFeb 2023
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees10
Clients2
DateNov 2022
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees13
Clients1
DateAug 2022
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees13
Clients1
DateJun 2022
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees13
Clients1
DateMay 2022
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees13
Clients1
DateFeb 2022
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees13
Clients1
DateDec 2021
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees13
Clients0
DateAug 2021
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0