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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

UNIQUE WEALTH, LLC

CRD 312462

TAMPA, FL

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:bddb67b2-889c-fb21-c723-42b6a916c865

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 9
On other graphs: 0
Observed: Jan 8, 2021 to Aug 6, 2026
26 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=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $966MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $966M
Private client RAUM: $918MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $69.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 846
Individual clients: 531
High net worth clients: 276
Custody, client assets: $55.6M
SEC number: 801-120294
CRD: 312462
Filings on the tape: 26
First filed: Jan 8, 2021
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, DE
Website: uniquewealth.com

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
JEFFREY JOHN SIEVERS	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL \| Clearwater, FL	5	27	n/a	no
JOHN STANLEY MOSHER	Certified Financial Planner\|Chartered Financial Consultant	Clearwater, FL \| TAMPA, FL	5	27	n/a	no
JESSICA RENEE THAYER	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL	5	14	n/a	no
MICHAEL JAMES TALBOT	n/a	Clearwater, FL \| TAMPA, FL	5	12	n/a	no
Timothy J Bartlett	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL	5	17	4	no
Travis John Gingras	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL	5	19	3	no
Kyle D Waterbury	n/a	TAMPA, FL	4	11	n/a	no
CONNOR LEE WASSON	n/a	TAMPA, FL	2	12	1	no
BENJAMIN ANTHONY WASSON	Certified Financial Planner	TAMPA, FL	1	12	1	no
CURTIS HUGH PARRY	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL	1	26	1	no
PAUL ANTHONY SULLIVAN	n/a	TAMPA, FL	1	12	1	no
Shannon Rose McCabe	n/a	TAMPA, FL	0	11	1	no
NICHOLAS ROBERT KUSZLYK	n/a	TAMPA, FL	0	10	n/a	no
Samuel Owen Rice	n/a	TAMPA, FL	0	15	2	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
JJLM 2021, LLC	Owner	C	yes	03/2021	Aug 6, 2026	Aug 6, 2026
MOSHER, JOHN, STANLEY	Owner	Na	yes	03/2021	Aug 6, 2026	Aug 6, 2026
PARRY, CURTIS, HUGH	CHIEF EXECUTIVE OFFICER/OWNER	Na	yes	03/2021	Aug 6, 2026	Aug 6, 2026
THAYER, JESSICA, RENEE	CHIEF COMPLIANCE OFFICER/OWNER	A	yes	05/2022	Aug 6, 2026	Aug 6, 2026
UNIQUELY TOGETHER FOREVER, LLC	Owner	D	yes	03/2021	Aug 6, 2026	Aug 6, 2026
MOSHER, JOHN, STANLEY	Owner	C	yes	03/2021	Mar 2, 2021	Aug 27, 2024
PARRY, CURTIS, HUGH	Owner	E	yes	02/2021	Mar 2, 2021	Aug 27, 2024
SIEVERS, JEFFREY, JOHN	Owner	A	no	05/2022	Aug 6, 2026	Aug 6, 2026

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
TOGETHER WE ARE UNIQUE, LLC	n/a	n/a	n/a	N	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$966M	$966M	15	12	1	n/a	n/a
2024	Mar 14, 2025	$767M	$767M	12	11	0	n/a	n/a
2023	Mar 1, 2024	$626M	$626M	10	9	0	n/a	n/a
2022	Feb 23, 2023	$487M	$487M	10	10	1	n/a	n/a
2021	Feb 23, 2022	$528M	$528M	13	10	1	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
2	0	2	0.0%	1	0	0	5	1

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	$966M	$767M	26.0%	$487M	25.7%	15	12	1	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
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	2	Dec 11, 2019	Jun 15, 2021	TAMPA, FL	Team lift out	Other	0.1%

Relationships

Registered with (15)

← Samuel Owen RiceAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← NICHOLAS ROBERT KUSZLYKAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← Shannon Rose McCabeAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← PAUL ANTHONY SULLIVANAdvisorregistration: previous registration
Dec 10, 2024 to Jul 10, 2025factForm ADV
← CURTIS HUGH PARRYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← BENJAMIN ANTHONY WASSONAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← CONNOR LEE WASSONAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Kyle D WaterburyAdvisorregistration: current employment
Jan 11, 2022 to presentfactForm ADV
← Travis John GingrasAdvisorregistration: current employment
Jun 15, 2021 to presentfactForm ADV
← Timothy J BartlettAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← JOHN STANLEY MOSHERAdvisorregistration: current employment
Mar 5, 2021 to presentfactForm ADV
← JESSICA RENEE THAYERAdvisorregistration: current employment
Mar 5, 2021 to presentfactForm ADV
← MICHAEL JAMES TALBOTAdvisorregistration: current employment
Mar 5, 2021 to presentfactForm ADV
← JEFFREY JOHN SIEVERSAdvisorregistration: current employment
Mar 4, 2021 to presentfactForm ADV
← ERICA NICOLE GRUNDZAAdvisorregistration: previous registration
Mar 4, 2021 to Mar 7, 2024factForm ADV

Owns (1)

← SIEVERS, JEFFREY, JOHNOwnerOWNER, ownership code A, individual
May 23, 2022 to Aug 27, 2024factForm ADV

Controls (5)

← MOSHER, JOHN, STANLEYOwnerOWNER, ownership code C, individual
Mar 2, 2021 to Aug 27, 2024factForm ADV
← PARRY, CURTIS, HUGHOwnerOWNER, ownership code E, individual
Mar 2, 2021 to Aug 27, 2024factForm ADV
← THAYER, JESSICA, RENEEOwnerCHIEF COMPLIANCE OFFICER/OWNER, ownership code A, individual
Mar 2, 2021 to Aug 27, 2024factForm ADV
← JJLM 2021, LLCOwnerOWNER, ownership code C, domestic entity
May 23, 2022 to Aug 27, 2024factForm ADV
← UNIQUELY TOGETHER FOREVER, LLCOwnerOWNER, ownership code D, domestic entity
May 23, 2022 to Aug 27, 2024factForm ADV

Moved with (1)

← NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviser2 advisors, team lift out, same day
Dec 11, 2019 to Jun 15, 2021factForm ADV

Dated events

Occurred
Mar 12, 2026
Regulatory AUM changed
Unique Wealth, Llc reported RAUM $965.6M, up 26% from $766.5M (2025-06-06 to 2026-03-12)
Form ADVobserved 6 days ago
$199M
Occurred
Mar 7, 2024
Advisor changed firm
Erica Nicole Grundza left Unique Wealth, Llc for Betterment (registered 2024-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2024
Regulatory AUM changed
Unique Wealth, Llc reported RAUM $626.5M, up 29% from $486.6M (2023-06-26 to 2024-03-01)
Form ADVobserved 6 days ago
$140M
Occurred
Mar 2, 2021
Control person left
William Alexander Hansen (Chief Compliance Officer) no longer on Schedule A of Unique Wealth, Llc (listed 2021-01-21, absent 2021-03-02)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Control person left
Nmn Corey Kupfer (Sole Member) no longer on Schedule A of Unique Wealth, Llc (listed 2021-01-21, absent 2021-03-02)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Control person joined
H Curtis Parry (Founder And Ceo) appeared on Schedule A of Unique Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Control person joined
Renee Jessica Holbin (Chief Compliance Officer) appeared on Schedule A of Unique Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Control person joined
Stanley John Mosher (Partner) appeared on Schedule A of Unique Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Jan 8, 2021
First Form ADV filing
Alenzia Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bddb67b2-889c-fb21-c723-42b6a916c865
First observed: Jan 8, 2021
Last observed: Aug 6, 2026 46 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, LLC

CRD 312462

TAMPA, FL

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:bddb67b2-889c-fb21-c723-42b6a916c865

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY JOHN SIEVERS

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL | Clearwater, FL

n/a

JOHN STANLEY MOSHER

Certified Financial Planner|Chartered Financial Consultant

Clearwater, FL | TAMPA, FL

n/a

JESSICA RENEE THAYER

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL

n/a

MICHAEL JAMES TALBOT

n/a

Clearwater, FL | TAMPA, FL

n/a

Timothy J Bartlett

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL

Travis John Gingras

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL

Kyle D Waterbury

n/a

TAMPA, FL

n/a

CONNOR LEE WASSON

n/a

TAMPA, FL

BENJAMIN ANTHONY WASSON

Certified Financial Planner

TAMPA, FL

CURTIS HUGH PARRY

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL

PAUL ANTHONY SULLIVAN

n/a

TAMPA, FL

Shannon Rose McCabe

n/a

TAMPA, FL

NICHOLAS ROBERT KUSZLYK

n/a

TAMPA, FL

n/a

Samuel Owen Rice

n/a

TAMPA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JJLM 2021, LLC

Owner

yes

03/2021

Aug 6, 2026

MOSHER, JOHN, STANLEY

Owner

yes

03/2021

Aug 6, 2026

PARRY, CURTIS, HUGH

CHIEF EXECUTIVE OFFICER/OWNER

yes

03/2021

Aug 6, 2026

THAYER, JESSICA, RENEE

CHIEF COMPLIANCE OFFICER/OWNER

yes

05/2022

Aug 6, 2026

UNIQUELY TOGETHER FOREVER, LLC

Owner

yes

03/2021

Aug 6, 2026

MOSHER, JOHN, STANLEY

Owner

yes

03/2021

Mar 2, 2021

Aug 27, 2024

PARRY, CURTIS, HUGH

Owner

yes

02/2021

Mar 2, 2021

Aug 27, 2024

SIEVERS, JEFFREY, JOHN

Owner

05/2022

Aug 6, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TOGETHER WE ARE UNIQUE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$966M

n/a

2024

Mar 14, 2025

$767M

n/a

2023

Mar 1, 2024

$626M

n/a

2022

Feb 23, 2023

$487M

n/a

2021

Feb 23, 2022

$528M

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

$966M

$767M

26.0%

$487M

25.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Dec 11, 2019

Jun 15, 2021

TAMPA, FL

Team lift out

Other

0.1%