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Chief Investment Officer · Uyana Partners LLC

Ignacio X. Rosales

CRD 7146394 · Named on Form ADV at one SEC-registered adviser

At a glance

Uyana Partners LLC, an SEC-registered wealth manager based in Miami, FL with $115 million in regulatory assets, lists Ignacio X. Rosales on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Uyana Partners LLCChief Investment OfficerWealth manager · Miami, FL · $115M in regulatory assets

AtlasMembers

Ignacio’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ignacio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.