What departments does Unique Wealth have?

Unique Wealth has employees across 2 departments including Business, Finance.

What is the largest department at Unique Wealth?

The largest department at Unique Wealth is Business 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.

Unique Wealth Employee Directory

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 ServicesFlorida, United 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
B. W.
Private Wealth Advisor
Mobile Phone
Email
M. T.
Private Wealth Planner
Mobile Phone
Email
N. K.
Private Wealth Associate
Mobile Phone
Email
S. M.
Private Wealth Associate
Mobile Phone
Email
T. G.
Private Wealth Advisor
Mobile Phone
Email

Unique Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Media & Communications
Accounting
Other

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
Apr 22, 2026
T. B.
Chief Investment Officer
Mobile Phone
Email
Apr 14, 2026
C. P.
Founder And Chief Executive Officer
Mobile Phone
Email
United StatesFlorida
Apr 16, 2026
B. W.
Private Wealth Advisor
Mobile Phone
Email
Apr 16, 2026
M. T.
Private Wealth Planner
Mobile Phone
Email
Apr 14, 2026
N. K.
Private Wealth Associate
Mobile Phone
Email
United StatesFlorida
Mar 13, 2026
S. M.
Private Wealth Associate
Mobile Phone
Email
United StatesNew Jersey
Apr 15, 2026
T. G.
Private Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Apr 14, 2026
K. W.
Private Wealth Planner
Mobile Phone
Email
Mar 05, 2026
M. R.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Mar 05, 2026

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 West Kennedy Boulevard Suite 100 Tampa, Florida United States. 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 17 employees as of April 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Unique Wealth's key employees and leadership?

As of April 2026, 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: B. W.
Private Wealth Planner: M. T.

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