UNIQUE WEALTH STRATEGIES

UNIQUE WEALTH STRATEGIES of BURR RIDGE, IL is an SEC-registered investment adviser (CRD 323994). Regulatory assets under management: $381.5M.

Registration

• CRD: 323994
• SEC file number: 801-127067
• Type: Registered investment adviser
• Location: 570 VILLAGE CENTER DRIVE, STE 203, BURR RIDGE, IL, 60527
• Phone: 630-318-0565
• Latest filing: 2026-08-03
• Regulatory AUM: $381.5M
• Discretionary AUM: $380.6M
• Non-discretionary AUM: $900K
• Clients: 10
• Accounts: 842

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323994 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search