Udine Wealth Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 147158
- Registered since
- March 24, 2021
- Website
- udinewealthmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.63%
- Individuals33.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Udine Wealth Management Inc. is an independent registered investment adviser that began SEC registration in 2021. Structured as a corporation with individual ownership, the firm serves mainly individual and family clients and bills on a percentage-of-assets-under-management basis. Its stated advisory activity centers on portfolio management for individuals and small businesses. Udine does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents25%
- State & Local Bonds2%
Contacts
2 of 2Scott Udine
OwnerCRD 1832991
Ross Udine
Director of OperationsCRD 7301901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$78.5M in ETFs
100%
$78.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $29.4M | 321,138 | 37.48% |
Location
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Location
, null
Headquartered in , null.
- Office locations
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