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Chief Financial Officer · Uyana Partners LLC

Javier N. Barrera Valdez

CRD 8235590 · 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 Javier N. Barrera Valdez on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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

AtlasMembers

Javier’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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Each firm’s assets and growth
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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 Javier’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.