CRD: 323994
Unique Wealth Strategies
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2022
- Office Locations
- 2
Office Locations
About Unique Wealth Strategies
Unique Wealth Strategies is an independent RIA providing values-driven financial planning and portfolio management for families, high-net-worth individuals, and entrepreneurs, with a focus on building resilient, diversified portfolios and supporting life and legacy goals. Services include risk management, estate and insurance planning, and qualified retirement plans. Custody includes Charles Schwab, and the firm also offers a corporate program for employee-focused initiatives.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RANJIT BAHADUR
FOUNDER, President, WEALTH MANAGER
- CRD
- #2968881
- Ownership
- 75% or more
JASON THADDEUS ANDRYZAK
Chief Compliance Officer, PORTFOLIO MANAGER
- CRD
- #5397950
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Aliasgar Mithaseth
Client Services Manager
- CRD
- #8143585
PRIYADARSHAN PRADHAN
Senior Investment Consultant
- CRD
- #7012561
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $380,600,000 | $453,095 |
| Non-Discretionary | $900,000 | $450,000 |
| Total | $381,500,000 | $453,088 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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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