UNIQUE WEALTH, LLC

UNIQUE WEALTH, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 312462). Regulatory assets under management: $965.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (12)

NameRoleLocation
Jessica Renee ThayerCHIEF COMPLIANCE OFFICER/OWNER
John Stanley MosherOWNER
Jeffrey John SieversOWNER
Curtis Hugh ParryCHIEF EXECUTIVE OFFICER/OWNER; OWNER
Kupfer Corey NMNSOLE MEMBER
Hansen Alexander WilliamCHIEF COMPLIANCE OFFICER
PARRY CURTIS HFOUNDER AND CEO; OWNER
HOLBIN JESSICA RENEECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/OWNER
MOSHER JOHN STANLEYOWNER; PARTNER
SIEVERS JEFFREY JOHNOWNER
THAYER JESSICA RENEECHIEF COMPLIANCE OFFICER/OWNER
PARRY CURTIS HUGHOWNER

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