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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

UNIQUE WEALTH STRATEGIES

CRD 323994

BURR RIDGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6126e680-b26c-11f6-e27b-9c7736aaa971

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Nov 18, 2022 to Aug 3, 2026
15 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $382MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $381M
Private client RAUM: $340MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $76.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 842
Individual clients: 187
High net worth clients: 98
Custody, client assets: $8.2M
SEC number: 801-127067
CRD: 323994
Filings on the tape: 15
First filed: Nov 18, 2022
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RANJIT BAHADUR	n/a	BURR RIDGE, IL	3	28	3	no
JASON THADDEUS ANDRYZAK	n/a	BURR RIDGE, IL	3	18	4	no
PRIYADARSHAN PRADHAN	n/a	BURR RIDGE, IL	3	12	2	yes
arti srivastava	n/a	Hillsborough, CA	3	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDRYZAK, JASON, THADDEUS	PORTFOLIO MANAGER/ CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Nov 18, 2022	Jan 31, 2024
BAHADUR, RANJIT	PRESIDENT & FOUNDER, WEALTH MANAGER	E	yes	05/2016	Nov 18, 2022	Jan 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CREATIVE LEGACY PLANNING	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$382M	$381M	10	4	n/a	n/a
2024	Mar 31, 2025	$313M	$308M	10	3	n/a	n/a
2023	Jan 31, 2024	$251M	$247M	7	3	n/a	n/a
2022	Mar 16, 2023	$182M	$173M	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$382M	$313M	22.1%	$182M	28.1%	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIVATE ADVISOR GROUP, LLC	3	Mar 29, 2023	Dec 19, 2022	BURR RIDGE, IL	Team lift out	Ibd to RIA	0.5%

Relationships

Registered with (5)

← Aliasgar MithasethAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← arti srivastavaAdvisorregistration: current employment
Sep 19, 2023 to presentfactForm ADV
← RANJIT BAHADURAdvisorregistration: previous registration
Dec 19, 2022 to Dec 20, 2022factForm ADV
← JASON THADDEUS ANDRYZAKAdvisorregistration: previous registration
Dec 19, 2022 to Dec 20, 2022factForm ADV
← PRIYADARSHAN PRADHANAdvisorregistration: previous registration
Dec 19, 2022 to Dec 20, 2022factForm ADV

Controls (2)

← BAHADUR, RANJITOwnerPRESIDENT & FOUNDER, WEALTH MANAGER, ownership code E, individual
Nov 18, 2022 to Jan 31, 2024factForm ADV
← ANDRYZAK, JASON, THADDEUSOwnerPORTFOLIO MANAGER/ CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 18, 2022 to Jan 31, 2024factForm ADV

Moved with (1)

← PRIVATE ADVISOR GROUP, LLCRegistered adviser3 advisors, team lift out, same day
Mar 29, 2023 to Dec 19, 2022factForm ADV

Dated events

Occurred
Mar 29, 2023
Team lift-out
3 advisors left Private Advisor Group, LLC (Burr Ridge, IL) for Unique Wealth Strategies on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Nov 18, 2022
First Form ADV filing
Unique Wealth Strategies filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6126e680-b26c-11f6-e27b-9c7736aaa971
First observed: Nov 18, 2022
Last observed: Aug 3, 2026 48 days ago
Source families: Federal regulator filings
3 registered feeds 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.

UNIQUE WEALTH STRATEGIES

CRD 323994

BURR RIDGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6126e680-b26c-11f6-e27b-9c7736aaa971

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RANJIT BAHADUR

n/a

BURR RIDGE, IL

JASON THADDEUS ANDRYZAK

n/a

BURR RIDGE, IL

PRIYADARSHAN PRADHAN

n/a

BURR RIDGE, IL

yes

arti srivastava

n/a

Hillsborough, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDRYZAK, JASON, THADDEUS

PORTFOLIO MANAGER/ CHIEF COMPLIANCE OFFICER

yes

11/2022

Nov 18, 2022

Jan 31, 2024

BAHADUR, RANJIT

PRESIDENT & FOUNDER, WEALTH MANAGER

yes

05/2016

Nov 18, 2022

Jan 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CREATIVE LEGACY PLANNING

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$382M

$381M

n/a

2024

Mar 31, 2025

$313M

$308M

n/a

2023

Jan 31, 2024

$251M

$247M

n/a

2022

Mar 16, 2023

$182M

$173M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$382M

$313M

22.1%

$182M

28.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIVATE ADVISOR GROUP, LLC

Mar 29, 2023

Dec 19, 2022

BURR RIDGE, IL

Team lift out

Ibd to RIA

0.5%