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

Identifiers

SEC RIA File Number 801-120603
SEC ERA File Number 801-120603
SEC CIK Numbers 1907240
SEC CRD Numbers 147158
Legal Entity Identifier None

Principal Office

155 E. BOCA RATON ROAD
UNIT 313
BOCA RATON
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 954-258-4392, Fax: None

Chief Compliance Officer

SCOTT R. UDINE
PRESIDENT
155 E. BOCA RATON ROAD
UNIT 313
BOCA RATON
FL
United States
Tel: 954-258-4392
(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

1050202120222023202420251 on 2/22/20211 on 2/23/20211 on 2/14/20221 on 11/1/20222 on 2/10/20232 on 1/23/2024

RAUM, Historic

200M100M020212022202320242025116254000 on 2/22/2021116254000 on 2/23/2021155388345 on 2/14/2022155388345 on 11/1/2022140000000 on 2/10/2023174782390 on 1/23/2024

No. Clients, Historic

600300020212022202320242025205 on 2/22/2021205 on 2/23/2021201 on 2/14/2022201 on 11/1/2022250 on 2/10/2023528 on 1/23/2024

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