SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Uyana Partners LLC
Miami, FL
CRD 300280
Firm filing updated April 24, 2026 ·
- $115MAssets
- 74Clients
- 6Advisory staff
- 133Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals36
- High net worth individuals33
- Insurance companies5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 36 | $8.9 million |
| High net worth individuals | 33 | $75.1 million |
| Insurance companies | 5 | $31.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$115.0 million
- Accounts133
- Discretionary$87.2 million · 128 accounts
- Non-discretionary$27.9 million · 5 accounts
People
- Employees8
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 300280, SEC file 801-134808.
- Registered with the SEC as an investment advisor (status date on record: April 30, 2026).
Is Uyana Partners LLC a fiduciary?
Short answer: Uyana Partners LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.