UDINE WEALTH MANAGEMENT INC.
Adviser information for UDINE WEALTH MANAGEMENT INC. last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 528 | $174.8M |
Non-Discretionary | 0 | $0 |
Total | 528 | $174.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 424 | $58.1M |
HNW Individuals | 104 | $116.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
155 E. BOCA RATON ROADUNIT 313
BOCA RATON
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 954-258-4392, Fax: None
Websites
Chief Compliance Officer
SCOTT R. UDINE
PRESIDENT
155 E. BOCA RATON ROAD
UNIT 313
BOCA RATON
FL
United States
Tel:
954-258-4392
S****@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
UDINE, SCOTT, ROBERT | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 04/2008 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 17M | 82K | – |
AMAZON COM INC | COM | 3M | 17K | – |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2M | 22K | – |
BANK AMERICA CORP | COM | 8M | 206K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 23M | 253K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6M | 14K | – |
DELL TECHNOLOGIES INC | CL C | 2M | 14K | – |
DISNEY WALT CO | COM | 2M | 19K | – |
DRAFTKINGS INC NEW | COM CL A | 2M | 50K | – |
ENOVIX CORPORATION | COM | 3M | 176K | – |
ALPHABET INC | CAP STK CL C | 12M | 66K | – |
HOME DEPOT INC | COM | 2M | 5K | – |
ROBINHOOD MKTS INC | COM CL A | 2M | 86K | – |
ISHARES BITCOIN TR | SHS | 2M | 52K | – |
JPMORGAN CHASE & CO. | COM | 7M | 33K | – |
MICROSOFT CORP | COM | 16M | 36K | – |
ADVISORSHARES TR | PURE US CANNABIS | 3M | 360K | – |
NVIDIA CORPORATION | COM | 1M | 10K | – |
PALANTIR TECHNOLOGIES INC | CL A | 2M | 78K | – |
PROSHARES TR | SHORT QQQ NEW | 12M | 304K | – |
ISHARES TR | SHORT TREAS BD | 12M | 108K | – |
TESLA INC | COM | 2M | 9K | – |
UBER TECHNOLOGIES INC | COM | 2M | 25K | – |
EXXON MOBIL CORP | COM | 2M | 16K | – |