Unique Wealth Strategies
Unique Wealth Strategies is an SEC-registered mass-market adviser in Burr Ridge, IL with $381.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Unique Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323994, SEC 801-127067, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $381.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Burr Ridge, IL
- Employees
- 10
- Clients
- 394
- CRD
- 323994
- Ownership
- ANDRYZAK, JASON, THADDEUS; BAHADUR, RANJIT
How much AUM does Unique Wealth Strategies have?
Unique Wealth Strategies reported $381.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Unique Wealth Strategies?
Disclosed owners and executives of Unique Wealth Strategies include ANDRYZAK, JASON, THADDEUS, BAHADUR, RANJIT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.