Sardona Global Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 326726
· Miami, FL
· www.sardona-advisors.com
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ADV data as of Oct 02, 2026
- Regulatory AUM
- $2.6M
- Discretionary
- $2.6M
- Clients
- 3
- Avg AUM / client
- $856K
- Accounts
- 3
- Employees
- 2
AUM over time
$0
$2.6M
Jun 10, 2024
Oct 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $347K | 13.5% |
| High net worth individuals | 1 | $2.2M | 86.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luciano Otavio Duque | Registered representative | Mar 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2024 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 02, 2026.
View current Form ADV (SEC/IAPD) ↗