Michael James Talbot
Financial advisor at Unique Wealth, LLC · Tampa, FL
Last updated 2026-10-10
Claim your profileMichael James Talbot is a financial advisor at Unique Wealth, LLC in Tampa, FL, CRD 6284361. Licenses and exams on the registration: Series 63. First registered 2021-03-05.
Registration
- CRD number
- 6284361
- Registration status
- Active
- First registered
- 2021-03-05
- Years of experience
- 12
- States registered
- FL, TX
Licenses and exams
- Series 63
Work history
- 2014-08 to 2021-03 · Northwestern Mutual Investment Services, LLC · St. Petersburg, FL
- 2016-02 to 2016-12 · Ryan Eichler · St. Petersburg, FL
- 2016-02 to 2021-03 · John Mosher · St. Petersburg, FL
- 2021-03 to Present · Unique Wealth, LLC · Tampa, FL
Current employment
- Unique Wealth, LLC · Tampa, FL
Unique Wealth, LLC
- Regulatory AUM
- $965,627,008
- Registered advisors
- 14
- Offices
- 2
- Clients per advisor
- 60.4 (Moderate)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 32.6% (Moderate)
Unique Wealth, LLC: advisors, services and reported ETF investments
Reported ETF positions
Unique Wealth reports 130 ETF positions worth $742M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $113.4M |
| EFA — iShares MSCI EAFE ETF | $37.5M |
| JAVA — JPMorgan Active Value ETF | $37.4M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $34.3M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $32.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Unique Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $34.3M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $34.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | JIVE — JPMorgan International Value ETF | $1.1M | Top 98.8% | Residual alpha +7.07% · Residual Sharpe 0.36 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $275.9K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Unique Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
4830 W Kennedy Blvd, Tampa, FL 33609
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 813-816-2030
- Website: uniquewealth.com
Official record
Are you Michael James Talbot?
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