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Tim Bartlett

Tim Bartlett — Bitcoin & Digital Asset Financial Advisor

Chief Investment Officer & Partner

CFP®ChFC®RICP®CBDA℠
Clearwater, FL

About Tim Bartlett

Tim Bartlett is a trusted Bitcoin and digital asset financial advisor serving clients in Clearwater, FL. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Tim helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Tim Bartlett is the Chief Investment Officer and Partner at Unique Wealth, where he brings a wealth of experience and a forward-thinking approach to Investment Portfolio Management. With a career that includes tenures at renowned Wall Street firms such as BlackRock and Raymond James, Tim has honed his expertise by learning from industry leaders and navigating complex financial landscapes.

Known for his problem-solving abilities and collaborative spirit, Tim has built a reputation for delivering exceptional investment results. His dedication to excellence drives him to constantly seek out new opportunities for growth, both for his clients and his team. Tim's commitment to fostering strong relationships and creating tailored investment strategies sets him apart in the competitive wealth management arena.

Outside of his professional pursuits, Tim enjoys an active lifestyle that includes tennis, kayaking, and nurturing his mango trees. He cherishes quality time spent with his wife and family, grounding him in the values that inspire his work.

Credentials & Licenses

CFP®ChFC®RICP®CBDA℠

Why You Can Trust Tim

Verified credentials and professional qualifications

Professional Credentials
CFP®ChFC®RICP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

13+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Clearwater, FL and surrounding areas

Firm Affiliation

Unique Wealth

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Tim's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5140526

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Important Disclaimer: Tim Bartlett is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.