|
⚲
|
| Uyana Partners LLC
✚
|
|
|---|---|
| CRD # | 300280 |
| SEC # | 801-134808 |
| CIK # | |
| AUM | $115.0 M (2026-04-24) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 786-238-4314 |
| Address | 1450 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 8.9 |
| (b) Individuals (high net worth individuals) | 33 | 75.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 31.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 115.0 |
| By Discretionary | ||
| Discretionary | 128 | 87.2 |
| Non-Discretionary | 5 | 27.9 |
| Total | 133 | 115.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 77.9 | |
| United States Persons | 37.1 | |
| Total | 133 | 115.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investlinc Wealth Services LLC
✚
|
CA | 0.1 |
|
Professional Financial Management Inc
✚
|
WI | 0.1 |
|
KB Financial Advisors LLC
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|
CA | 0.1 |
|
1818 Private Client Group LLC
✚
|
FL | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Natwealth Management USA Inc
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|
0.1 | |
|
Five Speed Financial Planning LLC
✚
|
AZ | 0.1 |
|
Metis Wealth Management & Planning LLC
✚
|
SC | 0.1 |
|
Futura Asset Advisors LLC
✚
|
FL | 0.1 |
|
1102 Partners LLC
✚
|
0.1 |