# Unique Wealth Strategies

> Unique Wealth Strategies is an SEC-registered investment advisory firm in Burr Ridge, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 323994
- Filed as: UNIQUE WEALTH STRATEGIES
- Also doing business as: UNIQUE MULTI FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burr Ridge, IL
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323994
- AdvisorCensus page: https://advisorcensus.com/firm/unique-wealth-strategies-burr-ridge-il-323994

## Quick answers

**How is Unique Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Unique Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Unique Wealth Strategies charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Flat fee: $100 to $15,000 (Fixed Fee Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Unique Wealth Strategies located?**
Unique Wealth Strategies' principal office is in Burr Ridge, IL, according to its Form ADV.

**Is Unique Wealth Strategies registered with the SEC or a state?**
Unique Wealth Strategies is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323994.

**How much does Unique Wealth Strategies manage?**
Unique Wealth Strategies reports $381,500,000 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Unique Wealth Strategies' assets and staff changed since 2023?**
In the Form ADV data for Unique Wealth Strategies: Regulatory assets under management: $181,600,000 in the October 2023 data and $381,500,000 in the October 2026 data, up 110%. Total employees: 8 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Unique Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (187); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (51).

**Which custodians does Unique Wealth Strategies use?**
Unique Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Unique Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323994

**Does Unique Wealth Strategies state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Unique Wealth Strategies' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $312,500,000 to $381,500,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Flat fee: $100 to $15,000 (Fixed Fee Services)

> Fixed Fee Services are offered based on a range of $100 - $15,000 depending on the complexity of the engagement. Fees are billed 50% in advance with the balance due upon plan delivery.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $381,500,000
- Discretionary: $380,600,000
- Non-discretionary: $900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 187 | $60,000,000 |
| High net worth individuals | 98 | $280,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 51 | $23,500,000 |
| Charitable organizations | 14 | $15,500,000 |
| Insurance companies | 3 | $2,500,000 |
| Corporations or other businesses not listed above | 44 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DE, FL, IL, IN, LA, MA, NJ, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [uniquewealthstrategies.com](https://uniquewealthstrategies.com)
- Facebook @uniquewealthstrategies
- LinkedIn @unique-wealth-strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $181,600,000 | 8 | July 7, 2023 |
| October 2024 | $251,100,000 | 7 | January 31, 2024 |
| October 2025 | $312,500,000 | 10 | March 31, 2025 |
| October 2026 | $381,500,000 | 10 | August 3, 2026 |

Regulatory assets under management: $181,600,000 in the October 2023 data and $381,500,000 in the October 2026 data, up 110%.
Total employees: 8 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $312,500,000 to $381,500,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unique Wealth Strategies (CRD 323994): Form ADV filing data as of October 2026.