Aliasgar Mithaseth

UNIQUE WEALTH STRATEGIES

BURR RIDGE, IL 60527

CRD#: 8143585

Some features on this profile are disabled

Professional summary

Aliasgar Mithaseth, who also goes by Ali Mithaseth, is a registered financial advisor currently at UNIQUE WEALTH STRATEGIES located in Burr Ridge, Illinois and MADISON PARTNERS located in Naperville, Illinois.

Aliasgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aliasgar has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Ali Mithaseth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aliasgar Mithaseth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2025 - Present

UNIQUE WEALTH STRATEGIES

Office #1: 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

RIA

CRD#: 323994

BURR RIDGE, IL

Current

February 27, 2026 - Present

MADISON PARTNERS

RIA

CRD#: 305824

Naperville, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/22/2025

Uniform Investment Adviser Law Examination

Current Firm

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Mailing Address

Phone number

(608) 210-1021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts	6,213
AUM (Assets Under Management)	$ 1,303,110,029

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Frankfort, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

CHICAGO, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

CHICAGO, IL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aliasgar Mithaseth

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aliasgar Mithaseth's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNIQUE WEALTH STRATEGIES

MADISON PARTNERS

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2025

Current Firm

MADISON PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON PARTNERS

TRUST BUT VERIFY

Similar Advisors