Unique Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Unique Wealth Strategies reports 397 clients. They include 187 individual clients, 98 high-net-worth individuals, and 51 pension and profit-sharing plans. Of its assets, 99.8% ($381M across 840 accounts) are managed with discretion; $900K across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $382M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 16% |
| High-net-worth individuals | 25% | 73% |
| Pension and profit-sharing plans | 13% | 6% |
| Charitable organizations | 4% | 4% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses | 11% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 187 | $60M | 15.7% | $321K |
| High-net-worth individuals | 98 | $280M | 73.4% | $2.86M |
| Pension and profit-sharing plans | 51 | $23.5M | 6.2% | $461K |
| Charitable organizations | 14 | $15.5M | 4.1% | $1.11M |
| Insurance companies | 3 | $2.5M | 0.7% | $833K |
| Corporations and other businesses | 44 | $0 | 0.0% | $0 |
| Total | 397 | $382M | 100% | $961K |
- Clients
- 187
- Regulatory AUM
- $60M
- AUM share
- 15.7%
- Avg. per client
- $321K
- Clients
- 98
- Regulatory AUM
- $280M
- AUM share
- 73.4%
- Avg. per client
- $2.86M
- Clients
- 51
- Regulatory AUM
- $23.5M
- AUM share
- 6.2%
- Avg. per client
- $461K
- Clients
- 14
- Regulatory AUM
- $15.5M
- AUM share
- 4.1%
- Avg. per client
- $1.11M
- Clients
- 3
- Regulatory AUM
- $2.5M
- AUM share
- 0.7%
- Avg. per client
- $833K
- Clients
- 44
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 397
- Regulatory AUM
- $382M
- AUM share
- 100%
- Avg. per client
- $961K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Unique Wealth Strategies is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting: fixed fees of $100 to $15,000 by complexity, half billed in advance; ongoing planning is an annual fee.
Ranjit Bahadur owns 75% or more of Unique Wealth Strategies. The leadership team of Unique Wealth Strategies includes President Ranjit Bahadur and Chief Compliance Officer Jason Andryzak. It has 10 employees, 4 of them in advisory roles.
Leadership
- Ranjit BahadurPresident & Founder, Wealth Manager
- Jason AndryzakPortfolio Manager/ Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Jason Thaddeus Andryzak
- Ranjit Bahadur
- Aliasgar Mithaseth
- Priyadarshan Pradhan
- arti srivastava
Staff
- 10 employees
- 4 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Unique Wealth Strategies
Ranjit Bahadur
Control person · since May 2016
Unique Wealth Strategies’ regulatory assets grew 2.1× from $182M (July 2023) to $382M (August 2026); clients fell from 487 to 397 and employees rose from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $382M | 397 | 10 | 1 |
| March 2025 | $313M | 364 | 10 | 1 |
| January 2024 | $251M | 325 | 7 | 1 |
| July 2023 | $182M | 487 | 8 | 1 |
Besides its headquarters, Unique Wealth Strategies has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 570 Village Center Drive, Ste 203, Burr RidgeHQ
Other business names
Unique Wealth Strategies has reported 1 other business name to the SEC.
- Unique Multi Family Office, LLC
Contact and registration details
- Legal name
- Unique Wealth Strategies
- Headquarters
- 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
- Website
- uniquewealthstrategies.com
- Phone
- 630-318-0565
- @unique-wealth-strategies
- SEC file
- 801-127067
- Founded
- 2016
- Structure
- Illinois LLC
- Fiscal year end
- December
Unique Wealth Strategies uses Charles Schwab ($362M) as custodian for its separately managed accounts. Unique Wealth Strategies has custody of $8.2M in client assets for 22 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $362M100%
At year end, Unique Wealth Strategies’ separately managed accounts were mostly in stocks (64%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $275M across 223 positions; the largest are iShares TR (5.8%), Fidelity Merrimack Str TR (5.4%) and Vaneck ETF Trust (4.7%).
What the accounts hold
- Stocks64%
- Funds26%
- Pooled vehicles16%
- Registered funds10%
- Bonds8%
- U.S. government and agency bonds7%
- Investment grade corporate bonds1%
- Cash2%
Reported 13F holdings
- $275M
- Reported 13F value
- 223
- Positions
- 31.8%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.8%
- Fidelity Merrimack Str TR · Total BD ETF5.4%
- Vaneck ETF Trust · Mrngstr Wde Moat4.7%
- Dbx ETF TR · Xtrack MSCI Eafe2.9%
- Alphabet Inc. · Cap Stk CL A2.6%
- Amazon Com Inc.2.6%
- Janus Detroit Str TR · Henderson Mtg2.2%
- Nvidia Corporation1.9%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF1.9%
- Applied Matls Inc.1.9%
Together, the ten largest are 31.8% of reported value.
How many clients does Unique Wealth Strategies have?
Unique Wealth Strategies has 397 clients and manages $382 million for them, as of August 2026. They include 187 individual clients, 98 high-net-worth individuals, and 51 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Unique Wealth Strategies offer?
Unique Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Unique Wealth Strategies use?
Unique Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $362M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Unique Wealth Strategies have?
Unique Wealth Strategies has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Unique Wealth Strategies invest in?
At the end of its last fiscal year, Unique Wealth Strategies’ separately managed accounts held 64% exchange-traded equities, 16% pooled vehicles (private funds and similar), 10% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Unique Wealth Strategies?
Unique Wealth Strategies’ direct owner is Ranjit Bahadur (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Unique Wealth Strategies get paid?
Unique Wealth Strategies is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Unique Wealth Strategies?
Unique Wealth Strategies’ main office is at 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527. Its phone number is 630-318-0565. Its website is uniquewealthstrategies.com.