What departments does Unique Wealth have?

Unique Wealth has employees across 1 departments including Finance.

What is the largest department at Unique Wealth?

The largest department at Unique Wealth is Finance with 1 employees.

Where are Unique Wealth employees located globally?

Unique Wealth has employees across 4 continents and 4 countries including Pakistan, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

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

Unique Wealth's team has decreased from approximately 19 to 15 employees based on available data.

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Unique Wealth Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Unique Wealth is a Tampa-based independent registered investment advisor that serves high-net-worth individuals and business owners who are retired or nearing retirement. The firm provides comprehensive financial planning and aims to organize clients’ financial affairs, focusing on peace of mind, reassurance, and confidence as core outcomes. With a professional, experience-driven team, it emphasizes careful guidance tailored to clients’ concerns about the future, their retirement years, and their legacies. In addition to its advisory services, the firm has expanded its presence by opening an office in Clearwater, Florida, reflecting growth within the region. Overall, Unique Wealth positions itself within the financial services sector as a dedicated partner for clients seeking structured, long-term planning and trusted stewardship of their financial affairs.

Unique Wealth Global Highlights

North America
20

United States Of America
20

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
B. W.
Private Wealth Advisor
Mobile Phone
Email
M. T.
Private Wealth Planner
Mobile Phone
Email
K. W.
Private Wealth Planner
Mobile Phone
Email
J. S.
Private Wealth Advisor | Partner
Mobile Phone
Email

Unique Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Media & Communications
Accounting
Other

Contact profiles from Unique Wealth

Name

Title

Contact

Location

Last Update

T. B.
Chief Investment Officer
Mobile Phone
Email
Apr 14, 2026
B. W.
Private Wealth Advisor
Mobile Phone
Email
Apr 16, 2026
M. T.
Private Wealth Planner
Mobile Phone
Email
Jul 08, 2026
K. W.
Private Wealth Planner
Mobile Phone
Email
Jun 29, 2026
J. S.
Private Wealth Advisor | Partner
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Unique Wealth known for?

Unique Wealth was founded in 2018 operates in the Financial Services industry. 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 19 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Unique Wealth's key employees and leadership?

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

Chief Investment Officer: T. B.
Private Wealth Advisor: B. W.
Private Wealth Planner: M. T.
Private Wealth Planner: K. W.
Private Wealth Advisor | Partner: J. S.

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Unique Wealth Employee Directory

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