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Udine Wealth Management Inc.

● SEC registered since 2021CRD 147158SEC# 801-120603
Export (members)
Reg. AUM
$217.3M
Employees
2
Accounts
565
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 $217.3 million in regulatory assets under management and employs 2 people.
www.udinewealth.comView on SEC.gov ↗

Udine Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Scott Robert Udine ControlPresident And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Udine Wealth Management Inc. manage?

Udine Wealth Management Inc. reports $217.3 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

Phone954-258-4392
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1907240
Discloses disciplinary historyNo

Assets under management

Discretionary$217.3M
Non-discretionary$0
Total (RAUM)$217.3M