$965.6M Total AUM
$965.6M Disc. AUM
20.4% 3Y CAGR
15 Employees
847 ADV. Clients
5 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-2021
- Office Locations
- 2
Office Locations
311 Park Place Blvd N Ste. 230 Clearwater FL
4830 W Kennedy Blvd STE 100 Tampa FL
About Unique Wealth, LLC
Unique Wealth is a Florida-based RIA providing holistic wealth planning and advice for individuals and business owners, spanning retirement and business planning, legacy and philanthropic planning, and wealth transition. The firm works across retail and institutional relationships and custody relationships include Charles Schwab and Pershing.
Team overview
45 AVG AGE
$80.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.4 yrs AVG TENURE
15 Employees
12 Advisory Reps
13 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY JOHN SIEVERS
Owner, Private Wealth Advisor
- CRD
- #3041857
- Ownership
- 5% but less than 10%
Available
Available
Available
JESSICA RENEE THAYER
Chief Compliance Officer, Owner
- CRD
- #4696148
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 4 owners & executives
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Timothy J Bartlett
Senior Portfolio Manager
- CRD
- #5140526
Available
Available
Available
Travis John Gingras
Private Wealth Advisor
- CRD
- #5334277
Available
Available
Available
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $965,627,008 | $1,141,403 |
| Non-Discretionary | $0 | -- |
| Total | $965,627,008 | $1,141,403 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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