Udine Wealth Management Inc.

Overview

Udine Wealth Management Inc. is an owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and concentrates on equity-oriented solutions delivered through separate managed accounts and exchange-traded instruments. Since its SEC registration in 2021, the adviser has built a compact, discretionary practice that prioritizes liquid, publicly traded exposure while supplementing portfolios with third-party mutual funds and hedge fund strategies when appropriate. Investment activity shows a clear preference for equities and ETFs, with a dominant allocation to exchange-traded equities and short-duration cash management ETFs appearing among the largest positions. The custody relationship and account structure suggest an emphasis on efficient trade execution and portfolio administration suitable for an active, tax-aware individual and family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices