Udine Wealth Management Inc.
Udine Wealth Management Inc. is an SEC-registered mass-market adviser with $273.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Udine Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147158, SEC 801-120603, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $273.9M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 338
- CRD
- 147158
- Ownership
- UDINE, SCOTT, ROBERT
How much AUM does Udine Wealth Management Inc. have?
Udine Wealth Management Inc. reported $273.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Udine Wealth Management Inc.?
Disclosed owners and executives of Udine Wealth Management Inc. include UDINE, SCOTT, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.