# Unique Wealth

Unique Wealth is a Bank / Wealth / Trust based in Tampa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Clearwater, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** uniquewealth.com
- **LinkedIn:** https://www.linkedin.com/company/unique-wealth

## Regulatory record

- **CRD number:** 312462
- **SEC file number:** 801-120294
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312462

## About

Unique Wealth was established in 2021 and is headquartered in Clearwater, Florida, with a Tampa Bay-area operational footprint. The firm operates as a registered investment advisor, serving a diverse client base that spans individuals, high-net-worth households, small businesses, and non-profit organizations. This multi-constituency model — retail, affluent, and institutional-adjacent — represents a broad advisory platform rather than a dedicated family office. The firm's stated service set includes portfolio management and financial planning, positioning it as a generalist wealth manager without a publicly disclosed alternative-asset or direct-investment program. There is no public record of sector-specific direct deals, co-investment vehicles, or discretionary private-market commitments. The firm's regulatory posture is that of a standard RIA under SEC or state oversight, with compliance obligations governing its fiduciary duties. Team size, named principals, and assets under management are not publicly disclosed. Unique Wealth maintains no visible LinkedIn presence and its website does not surface leadership bios, investment committee composition, or granular strategy materials. No adjacent philanthropic structures, club memberships, or alternative investment vehicles are identifiable from public record. Structurally, Unique Wealth differs from single-family offices by operating as a multi-client RIA.

## Questions

### Who are the principals behind Unique Wealth?

Unique Wealth does not publicly disclose its leadership team. No named principals, portfolio managers, or advisory-board members appear in available public records or regulatory filings that surface personnel details.

### What is Unique Wealth's geographic focus?

The firm is headquartered in Clearwater, Florida, within the Tampa Bay region. Its client base and advisory reach appear concentrated in this local market, though no formal geographic restrictions are publicly stated.

### How does Unique Wealth serve non-profit clients?

Unique Wealth explicitly lists non-profit organizations among its client categories. The firm provides investment advisory services to these entities, though no specific details on endowment management, planned-giving integration, or non-profit-specific portfolio construction are publicly available.

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Last updated: 2026-08-11T02:43:31.692Z

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