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Unique Wealth Strategies

● SEC registered since 2022CRD 323994SEC# 801-127067Burr Ridge, IL
Export (members)
Reg. AUM
$312.5M
Employees
10
Accounts
805
Location
Burr Ridge, IL

Unique Wealth Strategies assets under management

Unique Wealth Strategies operates as an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2022. It reports $312.5 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/unique-wealth-strategiesView on SEC.gov ↗

Unique Wealth Strategies owners & executives

2 reported
NameTitleOwnershipSince
Jason Thaddeus Andryzak ControlPortfolio Manager/ Chief Compliance OfficerUnder 5%2022
Ranjit Bahadur ControlPresident & Founder, Wealth ManagerOver 75%2016

Frequently asked questions

How much does Unique Wealth Strategies manage?

Unique Wealth Strategies reports $312.5 million in regulatory assets under management on its Form ADV.

How many employees does Unique Wealth Strategies have?

Unique Wealth Strategies reports 10 employees.

Where is Unique Wealth Strategies located?

Unique Wealth Strategies is based in Burr Ridge, IL and has been SEC-registered since 2022.

Does Unique Wealth Strategies disclose fund performance?

Unique Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
Phone630-318-0565
Fax630-839-2582
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$307.5M
Non-discretionary$5M
Total (RAUM)$312.5M