Unique Wealth, LLC
Unique Wealth, LLC is a registered investment adviser headquartered in Clearwater, Florida. Founded in March 2021, it manages assets for individuals (including high net worth), pension and profit sharing plans, and select businesses. The firm operates with a team of approximately 10-12 employees, primarily focused on investment advisory and portfolio management. Unique Wealth, LLC is registered with the SEC and primarily serves clients in the United States.
Investment Strategy
Unique Wealth, LLC utilizes a diversified, multi-asset class investment approach, focusing predominantly on exchange-traded funds (ETFs) such as IVV, SPY, AGG, and EFA. The firm’s philosophy emphasizes risk management and portfolio diversification for long-term wealth accumulation. Their client base is largely individuals and high net worth individuals, and portfolios typically blend equity, fixed income, and selected sector or factor-based ETFs to meet client-specific objectives.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.76% | $59.7M | 89,252 | $405.40 | $669.30 | -$1.5M |
S SPY | SPDR S&P 500 ETF TR | 7.30% | $49.8M | 74,734 | $521.27 | $666.18 | +$4.8M |
E EFA | ISHARES TR | 4.87% | $33.2M | 355,603 | $77.85 | $93.37 | +$1.2M |
A AGG | ISHARES TR | 4.46% | $30.4M | 303,197 | $98.56 | $100.25 | +$831.6K |
D DYNF | BLACKROCK ETF TRUST | 3.53% | $24.1M | 407,110 | $51.71 | $59.20 | +$4.5M |