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Uyana Partners LLC CRD 300280
$115M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 Brickell Avenue Suite 2130, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
Branch Locations
1450 Brickell Avenue Suite 2130, Miami, FL 33131 • United States
Konradsweg 33, Wilen Bei Wollerau 8832 • Switzerland
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uyana Partners Llc | Miami | FL | 09/2024 | Present |
| Ubs Ag | Zurich | 03/2000 | 09/2016 | |
| Insignium Wealth Management Ag | Zurich | 09/2016 | Present |
Insignium Wealth Management AG; investment related; Zurich, Switzerland; investment advisor; Relationship Manager; since September 2016; 4 to 5 hours/day, 2 to 3 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-04 |
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