|
⚲
|
| Udine Wealth Management Inc
✚
| |
|---|---|
| CRD # | 147158 |
| SEC # | 801-120603 |
| CIK # | 0001907240 |
| AUM | $174.8 MM (2024-01-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 954-258-4392 |
| Address | 155 E Boca Raton Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.3 | |
| MSFT | 1,918,222.4 | 16.1 | |
| GOOG | 1,482,566.4 | 11.9 | |
| BAC | 278,315.2 | 8.2 | |
| JPM | 340,169.2 | 6.6 | |
| AMZN | 1,092,997.8 | 3.3 | |
| ENVX | 1,522.8 | 2.7 | |
| PLTR | 19,053.8 | 2.0 | |
| HOOD | 7,728.8 | 2.0 | |
| DKNG | 5,580.5 | 1.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 424 | 58.1 |
| (b) Individuals (high net worth individuals) | 104 | 116.7 |
| (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 | 528 | 174.8 |
| By Discretionary | ||
| Discretionary | 528 | 174.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.8 | |
| Total | 528 | 174.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001907240] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Custom Portfolio Group LLC
✚
|
CO | 0.2 |
|
FFG Retirement Advisors LLC
✚
|
CO | 0.2 |
|
NDVR Inc
✚
|
MA | 0.2 |
|
Sanchez & Zures LLC
✚
|
VA | 0.2 |
|
Successful Money Strategies Inc
✚
|
MA | 0.2 |
|
HARA Capital LLC
✚
|
WA | 0.2 |
|
AG Morgan Financial Advisors LLC
✚
|
NY | 0.2 |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Storehouse Financial LLC
✚
|
TX | 0.2 |