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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | NA | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | NA | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | NA | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | NA | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | NA | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | NA | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | NA | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | NA | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| PARRY, CURTIS, H | I | FOUNDER AND CEO | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| RIAKA HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| RIAKA HOLDINGS, LLC | DE | RIAKA HOLDINGS, LLC | E | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| UNIQUELY TOGETHER FOREVER, LLC | DE | OWNER | D | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| JJLM 2021, LLC | DE | OWNER | C | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| MOSHER, JOHN, STANLEY | I | PARTNER | B | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| HOLBIN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| SIEVERS, JEFFREY, JOHN | I | OWNER | A | |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
| THAYER, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OWNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, HUGH | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, HUGH | I | UNIQUELY TOGETHER FOREVER, LLC | E | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | D | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | D | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | D | Control |
| PARRY, CURTIS, H | I | UNIQUELY TOGETHER FOREVER, LLC | D | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
| MOSHER, JOHN, STANLEY | I | JJLM 2021, LLC | C | Control |
Registrations
Federal
IA
Jun 6, 2025 REGISTERED
Notice Filings (14)
AL CA CO FL GA LA NC NE NH NJ NY PA TN TX
Address
4830 W KENNEDY BLVDSTE 100
TAMPA, FL 33609
United States
Phone: 813-816-2030