Unique Wealth Strategies
- Regulatory AUM
- $382M
- Discretionary
- $381M
- Clients
- 397
- Avg AUM / client
- $961K
- Accounts
- 842
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $60.0M | 15.7% |
| High net worth individuals | 98 | $280M | 73.4% |
| Pension and profit sharing plans | 51 | $23.5M | 6.16% |
| Charitable organizations | 14 | $15.5M | 4.06% |
| Insurance companies | 3 | $2.5M | 0.66% |
| Corporations and other businesses | 44 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| G P & Subsidiaries 401(k) Plan G P Transportation Co. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ranjit Bahadur | President & Founder, Wealth Manager | May 2016 (10y) | 75% or more | |
| Jason Thaddeus Andryzak | Portfolio Manager/ Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Priyadarshan Pradhan | Registered representative | Jan 2023 (4y) | ||
| Arti Srivastava | Registered representative | Sep 2023 (3y) | ||
| Aliasgar Mithaseth | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| G P & Subsidiaries 401(k) Plan | G P Transportation Co. | 559 | $5.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 981 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $362M (95% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗