Unique Wealth, Llc
- Regulatory AUM
- $966M
- Discretionary
- $966M
- Clients
- 846
- Avg AUM / client
- $1.1M
- Accounts
- 846
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 531 | $292M | 30.3% |
| High net worth individuals | 276 | $626M | 64.8% |
| Pension and profit sharing plans | 27 | $29.5M | 3.05% |
| Corporations and other businesses | 12 | $18.2M | 1.88% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curtis Hugh Parry | Owner | CFP Chartered Financial Consultant | Feb 2021 (6y) | ≈ 37.5% – 75% via Uniquely Together Forever, Llc |
| John Stanley Mosher | Owner | CFP Chartered Financial Consultant | Mar 2021 (5y) | ≈ 6.25% – 25% via Jjlm 2021, Llc |
| Jeffrey John Sievers | Owner | CFP Chartered Financial Consultant | Mar 2021 (5y) | 5% – 10% |
| Jessica Renee Thayer | Chief Compliance Officer/Owner | CFP Chartered Financial Consultant | Mar 2021 (5y) | 5% – 10% |
| Michael James Talbot | Registered representative | Mar 2021 (5y) | ||
| Timothy J Bartlett | Registered representative | CFP Chartered Financial Consultant | Jun 2021 (5y) | |
| Travis John Gingras | Registered representative | CFP Chartered Financial Consultant | Jun 2021 (5y) | |
| Kyle D Waterbury | Registered representative | Jan 2022 (5y) | ||
| Connor Lee Wasson | Registered representative | Aug 2024 (2y) | ||
| Benjamin Anthony Wasson | Registered representative | CFP | Nov 2024 (2y) | |
| Paul Anthony Sullivan | Registered representative | Aug 2025 (1y) | ||
| Shannon Rose Mc Cabe | Registered representative | Jan 2026 (1y) | ||
| Nicholas Robert Kuszlyk | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Uniquely Together Forever, Llc | Owner | Mar 2021 | A | 50% – 75% |
| Jjlm 2021, Llc | Owner | Mar 2021 | A | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Curtis Hugh Parry: 75% – 100% of Uniquely Together Forever, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- John Stanley Mosher: 25% – 50% of Jjlm 2021, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $896M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗