UYANA PARTNERS LLC

RIASEC RegisteredEst. 2026

Total AUM

$115M

Discretionary

$87.2M

76% of AUM

Avg account

$865K

Accounts

133

Employees

8

Advisory reps

8

Firm details

Headquarters: MIAMI, Florida
CRD number: 300280
Registered since: April 30, 2026
Custodians: MORGAN STANLEY & CO. LLC, BANCO MERCANTIL, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.27%
Insurance Companies27.01%
Individuals7.73%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Uyana Partners LLC is a privately owned limited liability company that provides portfolio management for individuals and small businesses, serving both individual/family and institutional clients. The firm charges a mix of percentage-of-assets and fixed fees. It does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Regulatory filing details are limited; the SEC registration year is not indicated in the available data.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds37%
Investment Grade Corp Bonds26%
Exchange Traded Equities16%
Private Funds7%
Cash & Cash Equivalents7%

Owners & executives

2 of 2

Javier Barrera Valdez
Chief Financial OfficerCRD 8235590
Felipe Chediak Bueno
Chief Compliance OfficerCRD 7066922

Contacts

3 of 6

Sofia Tello
Financial AnalystCRD 7997950
Luis Guerra Burgos
Financial AdvisorCRD 7838763
Samantha Santiago-Paez
CCOCRD 4369755

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: MIAMI DADE
Address: 1450 Brickell Ave
Time zone: ET (UTC-5)
Office locations

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