Unique Wealth Employee Directory

Q: What is Unique Wealth known for?

Unique Wealth was founded in 2018. Unique Wealth operates in the Financial Services industry.

Q: How many employees does Unique Wealth have currently?

Unique Wealth has approximately 16 employees.

Q: Who are Unique Wealth's key employees and leadership?

Unique Wealth's key employees include: Founder And Chief Executive Officer: C. P., Chief Investment Officer: T. B..

Financial ServicesUnited States11-50 Employees

Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the near future and yearn for a trusted partner to guide them towards their goals. Based in Tampa, our highly experienced team has earned many relevant industry certifications, but none are as important as the appreciation we earn every day by caring so much for our clients. Understanding their concerns about the future, their retirement years and their legacies, we offer our expertise in providing comprehensive financial planning and organizing their financial affairs. We focus on delivering peace of mind, reassurance and confidence.

Find Unique Wealth employees' phone numbers or email addresses

Unique Wealth Global Highlights

North America
18

United States Of America
18

Europe
4

United Kingdom Of Great Britain And Northern Ireland
4

Asia
1

Pakistan
1

Oceania
1

Australia
1

Unique Wealth's Leadership

T. B.
Chief Investment Officer
Mobile Phone
Email
C. P.
Founder And Chief Executive Officer
Mobile Phone
Email
J. S. M.
Partner And Vice President, Business And Estate Strategies
Mobile Phone
Email
J. S.
Private Wealth Advisor | Partner
Mobile Phone
Email
B. W.
Private Wealth Advisor
Mobile Phone
Email
M. T.
Private Wealth Planner
Mobile Phone
Email
S. M.
Private Wealth Associate
Mobile Phone
Email
T. G.
Private Wealth Advisor
Mobile Phone
Email

Contact profiles from Unique Wealth

Name

Title

Contact Info

Location

Last Update

J. S. M.
Partner And Vice President, Business And Estate Strategies
Mobile Phone
Email
United StatesFlorida
Oct 31, 2025
T. B.
Chief Investment Officer
Mobile Phone
Email
Oct 22, 2025
C. P.
Founder And Chief Executive Officer
Mobile Phone
Email
United StatesFlorida
Oct 31, 2025
J. S.
Private Wealth Advisor | Partner
Mobile Phone
Email
Oct 25, 2025
B. W.
Private Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Oct 25, 2025
M. T.
Private Wealth Planner
Mobile Phone
Email
Jun 10, 2025
S. M.
Private Wealth Associate
Mobile Phone
Email
United StatesNew York
Nov 11, 2025
T. G.
Private Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Oct 22, 2025
K. W.
Private Wealth Planner
Mobile Phone
Email
Oct 22, 2025
M. R.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025

Frequently Asked Questions

What is Unique Wealth known for?

Unique Wealth was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 4830 W Kennedy Blvd, Suite 100 Tampa, FL 33609, US. Explore Unique Wealth's company overview page for more information.

What is Unique Wealth's most common email format?

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

How many employees does Unique Wealth have currently?

Unique Wealth has approximately 16 employees as of November 2025. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Unique Wealth's key employees and leadership?

As of November 2025, Unique Wealth's key employees include:

Chief Investment Officer: T. B.
Founder And Chief Executive Officer: C. P.
Partner And Vice President, Business And Estate Strategies: J. S. M.
Private Wealth Advisor | Partner: J. S.
Private Wealth Advisor: B. W.

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