|
⚲
|
| Udine Wealth Management Inc
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|
|
|---|---|
| CRD # | 147158 |
| SEC # | 801-120603 |
| CIK # | 0001907240 |
| AUM | $217.3 M (2025-07-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 954-258-4392 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.0 | ||
| Apple Inc | 14.2 | ||
| Alphabet Inc | 10.7 | ||
| Bank of America Corp /DE/ | 10.3 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Nvidia Corp | 5.1 | ||
| Robinhood Markets Inc | 5.1 | ||
| Amazon Com Inc | 4.8 | ||
| iShares Bitcoin Trust | 3.6 | ||
| Tesla Motors Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 53.1 |
| (b) Individuals (high net worth individuals) | 124 | 164.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 565 | 217.3 |
| By Discretionary | ||
| Discretionary | 565 | 217.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 565 | 217.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.3 | |
| Total | 565 | 217.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907240] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Archer Portfolio Management Inc
✚
|
0.2 | |
|
GBM Wealth Management Inc
✚
|
TX | 0.2 |
|
Alpha Capital Family Office LLC
✚
|
CO | 0.2 |
|
Members Wealth LLC
✚
|
PA | 0.2 |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.2 |
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |