A complete list of active advisors currently associated with Unique Wealth, LLC

Warmer can help you find a great advisor at Unique Wealth, LLC or one who fits your needs even better.

Unique Wealth, LLC serves individual investors (including high net worth clients), small businesses, retirement plans and non-profit organizations, offering discretionary portfolio management, financial planning and retirement plan services. The firm reports approximately $965.6 million in assets under management, supported by a multi-advisor team of 13 professionals and ongoing use of third‑party managers where appropriate. The firm typically manages accounts on a discretionary basis and may allocate assets across internally managed strategies, third‑party managers and model portfolios accessed through Dynasty’s TAMP and OCIO program, which leverages research from Envestnet PMC and iCapital. It also supports held-away retirement and workplace accounts using an Order Management System through Pontera and provides advice or access to a range of investments including digital assets and specialized solutions such as Eaglebrook Digital Assets. What is noteworthy relative to peers is the firm’s explicit use of client testimonials in its advertising, a practice that is uncommon among multi-team advisers. Unique Wealth also integrates several platform relationships that affect how it implements advice — for example, use of Dynasty’s Platform and Pontera for held-away accounts (with the brochure disclosing a 0.25% payment to Pontera from advisory fees) — and discloses specific operational arrangements and potential conflicts associated with those platforms.

To learn more about the advisors currently working at Unique Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.