UNIQUE WEALTH STRATEGIES
CRD #323994 SEC #801-127067 BURR RIDGE, IL 630-318-0565
SEC Registered
Total AUM
$312.5M
Discretionary
$307.5M
Employees
10
Clients
26
Accounts
805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $312.5M | $307.5M | $5M | 10 | 0 |
| Mar 2025 | $312.5M | $307.5M | $5M | 10 | 0 |
| Jan 2025 | $251.1M | $247.1M | $4M | 7 | 17 |
| Jan 2025 | $251.1M | $247.1M | $4M | 7 | 17 |
| Jan 2024 | $251.1M | $247.1M | $4M | 7 | 17 |
| Jul 2023 | $181.6M | $172.5M | $9.1M | 8 | 0 |
| Mar 2023 | $181.6M | $172.5M | $9.1M | 8 | 0 |
| Mar 2023 | $181.6M | $172.5M | $9.1M | 8 | 0 |
| Feb 2023 | $0 | $0 | $0 | 8 | 0 |
| Jan 2023 | $0 | $0 | $0 | 8 | 0 |
| Jan 2023 | $0 | $0 | $0 | 8 | 0 |
| Nov 2022 | $0 | $0 | $0 | 8 | 0 |
DateAug 2025
Total AUM$312.5M
Discretionary$307.5M
Non-Disc.$5M
Employees10
Clients0
DateMar 2025
Total AUM$312.5M
Discretionary$307.5M
Non-Disc.$5M
Employees10
Clients0
DateJan 2025
Total AUM$251.1M
Discretionary$247.1M
Non-Disc.$4M
Employees7
Clients17
DateJan 2025
Total AUM$251.1M
Discretionary$247.1M
Non-Disc.$4M
Employees7
Clients17
DateJan 2024
Total AUM$251.1M
Discretionary$247.1M
Non-Disc.$4M
Employees7
Clients17
DateJul 2023
Total AUM$181.6M
Discretionary$172.5M
Non-Disc.$9.1M
Employees8
Clients0
DateMar 2023
Total AUM$181.6M
Discretionary$172.5M
Non-Disc.$9.1M
Employees8
Clients0
DateMar 2023
Total AUM$181.6M
Discretionary$172.5M
Non-Disc.$9.1M
Employees8
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0