Claude Ivan Ronc
Investment adviser representative at Uyana Partners LLC
10 yearsExperience
1 stateRegistered in
$115MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Uyana Partners LLCSep 2024 to now
- Insignium Wealth Management AgSep 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Uyana Partners LLC
$115MAssets managed
74Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7958961
- Firm CRD
- 300280