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Unique Wealth Strategies Employee Directory

Financial ServicesIllinois, United States11-50 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.

Find Unique Wealth Strategies employees' phone numbers or email addresses

Unique Wealth Strategies Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Asia
3

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  • India
    3

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Unique Wealth Strategies's Leadership

  • Founder at Unique Wealth Strategies
    D. C.
    Founder
    Mobile Phone
  • Associate Director at Unique Wealth Strategies
    M. S.
    Associate Director
    Mobile Phone
  • Portfolio Manager at Unique Wealth Strategies
    S. M. S. P.
    Portfolio Manager
    Mobile Phone

Unique Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Unique Wealth Strategies

Name
Title
Contact
Location
Last Update
  • Founder at Unique Wealth Strategies
    D. C.
    Founder
    Mobile Phone
    United Kingdom, England
    Apr 14, 2026
  • Associate Director at Unique Wealth Strategies
    M. S.
    Associate Director
    Mobile Phone
    India, Uttar Pradesh
    Sep 09, 2026
  • Portfolio Manager at Unique Wealth Strategies
    S. M. S. P.
    Portfolio Manager
    Mobile Phone
    India, Karnataka
    Mar 25, 2026

Frequently Asked Questions

What is Unique Wealth Strategies known for?

Minus sign iconPlus sign iconUnique Wealth Strategies operates in the Financial Services industry. Explore Unique Wealth Strategies's company overview page for more information.

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

Minus sign iconPlus sign iconUnique Wealth Strategies employees' email format typically follows the pattern of FLast@uwsgroup.com. 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?

Minus sign iconPlus sign iconUnique Wealth Strategies has approximately 11 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Europe.

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

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

  • Founder: D. C.
  • Associate Director: M. S.
  • Portfolio Manager: S. M. S. P.

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