Unique Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$340,000,000
Clients
285
Advisors
5
across 2 offices
About
Unique Wealth Strategies serves individuals (including high-net-worth clients), small businesses, trusts, estates, and charitable clients with ongoing asset management, financial planning, and retirement plan services. The firm delivers asset management primarily through its proprietary Unique Wealth Strategies Wrap Program and also offers ERISA plan advisory roles as either a limited-scope 3(21) advisor or a discretionary 3(38) investment manager.
UWS’s investment program uses a mix of fundamental, technical, quantitative, and modern portfolio theory approaches and the brochure discloses use of instruments and techniques such as options, futures, swaps, margin/borrowing and leveraged or inverse products in client accounts. These trading capabilities and the firm’s disclosure that it may engage sub-advisors and monitor assets held at unaffiliated managers indicate a willingness to employ derivatives and leverage within managed portfolios and wrap arrangements.
What is distinctive for a firm of its size is that UWS sponsors its own wrap-fee program and discloses common ownership with affiliated non-advisory entities (a multi-family office and a business advisory firm), while some advisory representatives also act as insurance agents and may recommend insurance-related products. The brochure further notes the firm can facilitate access to alternative managers (naming examples such as Goldman Sachs and Blackstone), that it does not share in those managers’ fees, and that these affiliations and dual roles are disclosed as potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Range from $100 to $15,000 depending on complexity; billed 50% in advance, balance due upon plan delivery
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% Over $5,000,000+: 0.35%
Ongoing financial planning and consulting fees charged annually, billed quarterly in advance, continuing until canceled in writing
Main office
See office570 Village Center Drive, Ste 203
Burr Ridge IL 60527
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Delaware · Florida · Illinois · Indiana · Louisiana · Massachusetts · New Jersey · Oklahoma · Texas
Also doing business as
Unique Multi Family Office, LLC · Unique Wealth Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Arti S
Series 66
Hillsborough, CA
Unique Wealth Strategies
Arti Srivastava is a financial advisor at Unique Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Unique Wealth Strategies, Arti worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2023, and held roles at Bank of America and Allstate agencies earlier in their career. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory strategies and includes the use of derivatives and leverage within managed portfolios and its proprietary wrap-fee program.
Ranjit B
Series 63, Series 65
Burr Ridge, IL
Unique Wealth Strategies
Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.
Priyadarshan P
Series 66
Burr Ridge, IL
Unique Wealth Strategies
Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.
Jason A
Series 66
Burr Ridge, IL
Unique Wealth Strategies
Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.
Aliasgar M
Series 65
Burr Ridge, IL
Unique Wealth Strategies
Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and one year of industry experience. His prior roles include positions at Madison Partners, ASK Investment Managers, and various banking institutions in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory methods, and it sponsors its own wrap-fee program while facilitating access to alternative managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)