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Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

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Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Florida/Tim Bartlett

Tim Bartlett — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Chief Investment Officer & Partner

CFP®ChFC®RICP®CBDA℠

Clearwater, FL

Contact Tim Bartlett

tim.bartlett@uniquewealth.com 813-816-2029 uniquewealth.com

About Tim Bartlett

Tim Bartlett works as a financial advisor in Clearwater, FL, helping clients navigate both conventional investments and Bitcoin related strategies.

Investors often seek clarity on how digital assets like Bitcoin interact with conventional wealth management approaches.

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.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

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.

Questions to Ask This Advisor

When you speak with Tim Bartlett, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

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.

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