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Chief Executive Officer/owner · Unique Wealth, LLC

Curtis H. Parry

CRD 4129260 · Named on Form ADV at one SEC-registered adviser

At a glance

Unique Wealth, LLC, an SEC-registered wealth manager based in Tampa, FL with $966 million in regulatory assets, lists Curtis H. Parry on its Form ADV as Chief Executive Officer/owner, a control person.

Firms and roles

  • Unique Wealth, LLCChief Executive Officer/ownerWealth manager · Tampa, FL · $966M in regulatory assets

AtlasMembers

Curtis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Curtis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.