Unique Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
Unique Wealth
Summary
The company currently specializes in the Financial Services area. The annual revenue of Unique Wealth varies between 10M and 50M. To connect with Unique Wealth employee register on SignalHire.
| Unique Wealth Website | uniquewealth.com |
| Social Links |    |
| Phone Number | 813-816-2030 |
| Industries | |
| Unique Wealth Headquarters address | 4830 W Kennedy Blvd, Tampa, FL, 33609 US |
| Company 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 |
| Estimated Annual Revenue | $10M - 50M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2009 | - | 25 - 100 | 12.6M | $0 | |
| - | - | 10-50 | 5.7M | $- |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Unique Wealth's workforce includes employees across a wide range of tenure levels.
18% have been with the company for 1 to 2 years9% have been with the company for 3 to 4 years45% have been with the company for 5 to 7 years27% have been with the company for 8 to 10 yearsContact top employees from
Unique Wealth
John MosherPartner and Vice President, Business and Estate Strategies
Phone (1)+1-***-***-0074
Mike TalbotPrivate Wealth Planner
Email (3)t***@aol.com
, t***@yahoo.com
, t***@northwesternmutual.com
Phone (3)+1-520-***-**02
, +1-909-***-**55
, ...
Benjamin WassonPrivate Wealth Advisor
Email (6)b*****n@hbretirement.com
, b******n@hbretirement.com
, b*************n@spartans.ut.eduPhone
, ...
Phone (4)+1-520-***-**17
, +1-520-***-**17
, ...
Megan RingAdministrative Assistant
Email (4)m***@aol.com
, m***@thecheesecakefactory.com
, m***@hotmail.com
, ...
Phone (2)+1-205-***-**67
, +1-480-***-**00
Curtis Parry JrFounder and Chief Executive Officer
Email (4)c**********y@uniquewealth.com
, c**********y@nm.com
, c****s@uniquewealth.com
, ...
Phone (4)+1-205-***-**06
, +1-480-***-**96
, ...
Nick KuszlykPrivate Wealth Associate
Email (4)k***@ut.edu
, k***@gmail.com
, k***@yahoo.com
, ...
Phone (4)+1-909-***-**37
, +1-870-***-**38
, ...
Shannon McCabePrivate Wealth Associate
Email (6)s************e@db.com
, s************e@merrilledge.com
, s*****e@db.com
, ...
Phone (4)+1-323-***-**27
, +1-480-***-**63
, ...
Kyle WaterburyPrivate Wealth Planner
Email (4)w***@gmail.com
, w***@aol.com
, w***@uniquewealth.com
, ...
Phone (2)+1-323-***-**70
, +1-623-***-**28
Companies Similar to Unique Wealth
Unique Wealth Corporate Information: 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.
Unique Wealth's revenue is approximately 10.7M.
Well-known competitors of Unique Wealth include Fiat Wealth Management and Provision Retirement.
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