Udine Wealth Management Inc.

RIASEC RegisteredEst. 2021

Total AUM

$274M

Discretionary

$274M

100% of AUM

Avg account

$448K

Accounts

611

Employees

2

Advisory reps

2

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

FINTRX

Overview

Udine Wealth Management Inc. is a privately owned advisory firm that provides portfolio management for individuals and small businesses. The adviser is SEC-registered (since 2021), charges fees as a percentage of assets under management, and focuses its client base on individual and family relationships. Its stated advisory activity is discretionary portfolio management rather than institutional pension consulting or multi-state advisory engineering. The firm is not identified as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Cash & Cash Equivalents25%
State & Local Bonds2%

Contacts

2 of 2

Ross Udine
Director of OperationsCRD 7301901
Scott Udine
OwnerCRD 1832991

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 7

Active vs passive

$78.5M in ETFs

Passive

100%

$78.5M

Active

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%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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