Udine Wealth Management Inc.
● SEC registered since 2021CRD 147158SEC# 801-120603
Reg. AUM
$273.9M
Employees
2
Accounts
611
Location
—
Udine Wealth Management Inc. assets under management
Udine Wealth Management Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $273.9 million in regulatory assets under management and employs 2 people.
Udine Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Robert Udine Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Udine Wealth Management Inc. manage?
Udine Wealth Management Inc. reports $273.9 million in regulatory assets under management on its Form ADV.
How many employees does Udine Wealth Management Inc. have?
Udine Wealth Management Inc. reports 2 employees.
Does Udine Wealth Management Inc. disclose fund performance?
Udine Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 954-258-4392 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1907240 |
| Discloses disciplinary history | No |
Regulatory AUM
$273.9M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$273.9Mregulatory AUM
Discretionary $273.9M