Unique Wealth, Llc
Tampa, Florida
4.0
4 Reviews
Unique Wealth, LLC, a local investment advisory firm with two offices in Tampa, FL, is committed to delivering exceptional financial services to its diverse client base. With all ten employees dedicated to providing investment advisory services, Unique Wealth combines expertise and personalized attention to meet their clients' unique needs. The firm's investment advisors demonstrate an average of approximately $100,640,000 in assets under management per advisor, in line with the industry average. This showcases their ability to effectively manage portfolios and provide tailored financial guidance. With over 340 individual clie...
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Assets Under Mgmt

$486.59M

Investment Professionals

10

Locations

1

% 401K & Individual

27%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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