Unique Wealth Information
Contact top employees from
Unique Wealth
Summary
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 fo...Show more
Organization Website | uniquewealth.com |
Social Links |    |
Phone Number | 813-816-2030 |
Industries | |
Headquarters Location | 4830 W Kennedy Blvd, Tampa, FL, 33609 US |
Employees Size | 1-10 employees |
Specialties | financial planning, wealth management, investments, insurance, advisor coordination, Wealth Advisors, Retirement, Business Planning, Independent Registered Investment Advisor, Risk Management, Certified Financial Planners, Retirement Income Distrubtion |
Founded | 2018 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | - | 25 - 100 | 3.9M | $0 | |
| - | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Unique Wealth shows a diverse range of experience levels:
7% have been with the company for less than 1 year21% for 1–2 years7% for 3–4 years29% for 5–7 years21% for 8–10 years14% have over 11 years of service at Unique WealthEx-employees positions
In Company
In New Company
Contact top employees from
Unique Wealth
John Mosher
Partner and Vice President, Business and Estate Strategies
Jessica Thayer
Senior Private Wealth Planner
Mike Talbot
Private Wealth Planner
Tim Bartlett
Chief Investment Officer
Benjamin Wasson
Private Wealth Advisor
Megan Ring
Administrative Assistant
Travis Gingras
Private Wealth Planner
Curtis Parry Jr
Founder and Chief Executive Officer
Shannon McCabe
Private Wealth Associate
Connor Wasson
Private Wealth Associate
Kyle Waterbury
Private Wealth Planner
Travis Gingras
Private Wealth Advisor
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FAQ
Unique Wealth operates in the Finance industries. More details can be found on the official website: uniquewealth.com.
The headquarters of Unique Wealth are located in Tampa, United States.
You can contact Unique Wealth by phone at 813-816-2030.
Unique Wealth currently employs 1-10 people.
Well-known competitors of Unique Wealth include Fiat Wealth Management and Provision Retirement.
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