CRD: 147158
Udine Wealth Management Inc.
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2008
- Office Locations
- 1
Office Locations
About Udine Wealth Management Inc.
Udine Wealth Management is an employee-owned boutique providing discretionary portfolio management and comprehensive financial planning, including tax-loss harvesting and retirement/estate coordination. The team uses a selective, research-driven process focused on capital protection and long-term growth for individuals, family offices, and institutions, and emphasizes investing alongside clients with transparent reporting. Custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT ROBERT UDINE
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1832991
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ross Udine
--
- CRD
- #7301901
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,900,000 | $448,282 |
| Non-Discretionary | $0 | -- |
| Total | $273,900,000 | $448,282 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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