# Unique Wealth Strategies

Unique Wealth Strategies is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://uniquewealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/unique-wealth-strategies

## Regulatory record

- **CRD number:** 323994
- **SEC file number:** 801-127067
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323994

## About

UNIQUE WEALTH STRATEGIES is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2022. The firm manages $382 million in assets, $381 million on a discretionary basis. It has 10 employees and 4 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Healthcare Services

## Questions

### Who runs investment decisions at Unique Wealth Strategies?

The firm does not publicly disclose its investment principals. It is known in industry channels as a family-office group, but specific names and titles are not available in public records.

### How does Unique Wealth Strategies source proprietary deal flow?

The firm sources transactions through a network of family offices, law firms, and regional banks, rather than through a public deal-sourcing platform. It focuses on direct origination in private credit and real estate.

### What investment stages does Unique Wealth Strategies typically target?

The firm targets control-oriented direct investments across private credit, real estate, and infrastructure. It generally seeks assets with stable cash flows rather than early-stage or venture opportunities.

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Last updated: 2026-07-06T01:24:27.824Z

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