Where are Unique Wealth Strategies employees located globally?

Unique Wealth Strategies has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Unique Wealth Strategies's team size changed over time?

Unique Wealth Strategies's team has decreased from approximately 9 to 6 employees based on available data.

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Unique Wealth Strategies Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Unique Wealth Strategies is a financial services firm operating as an independent registered investment adviser. It is South Asian-founded and pursues a culturally attuned approach to wealth planning, aiming to align financial strategies with clients' values and long-term legacies. The firm offers comprehensive wealth management alongside tailored insurance solutions for successful professionals in the United States.

Headquartered in Burr Ridge, Illinois, the firm serves a diverse clientele and emphasizes enduring partnerships built on collaborative planning. As a small, client-focused advisory practice, it seeks to protect and grow clients' wealth while respecting each individual's unique journey.

Unique Wealth Strategies Global Highlights

North America
7

United States Of America
7

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Unique Wealth Strategies's Leadership

D. C.
Founder
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
S. M. S. P.
Portfolio Manager
Mobile Phone
Email
A. M.
Wealth Advisor
Mobile Phone
Email

Unique Wealth Strategies Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Unique Wealth Strategies

Name

Title

Contact Info

Location

Last Update

D. C.
Founder
Mobile Phone
Email
United KingdomEngland
Apr 14, 2026
M. M.
Owner
Mobile Phone
Email
United StatesPennsylvania
Jun 01, 2026
S. M. S. P.
Portfolio Manager
Mobile Phone
Email
IndiaKarnataka
Mar 25, 2026
A. M.
Wealth Advisor
Mobile Phone
Email
United States
Jan 23, 2026

Frequently Asked Questions

What is Unique Wealth Strategies known for?

Unique Wealth Strategies operates in the Financial Services industry. The company's main headquarters is located in 570 Village Center Drive Burr Ridge, Illinois 60527 United States. Explore Unique Wealth Strategies's company overview page for more information.

What is Unique Wealth Strategies's most common email format?

Unique Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Unique Wealth Strategies email formats with LeadIQ.

How many employees does Unique Wealth Strategies have currently?

Unique Wealth Strategies has approximately 7 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Unique Wealth Strategies's key employees and leadership?

As of May 2026, Unique Wealth Strategies's key employees include:

Founder: D. C.
Owner: M. M.
Portfolio Manager: S. M. S. P.
Wealth Advisor: A. M.

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Unique Wealth Strategies Employee Directory

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