This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UNIQUE WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 22, 2024

First registration

Jan 23, 2025

Dual registered

no

Other names

Sam Rice

IAPD individual key

7650620

• Occurred

  Apr 2, 2026
  Advisor changed firm

  Samuel Owen Rice left Jfg Family Office for Unique Wealth, Llc (registered 2026-07-23)

  Form ADVobserved 4 days ago
• Occurred

  Jan 19, 2026
  Advisor changed firm

  Samuel Owen Rice left Jfg Wealth Management, Llc for Jfg Family Office (registered 2025-01-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:012b9bbe-473c-e478-9463-9d56407453a5

First observed

Jan 23, 2025

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.