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| Udine Wealth Management Inc
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|---|---|
| CRD # | 147158 |
| SEC # | 801-120603 |
| CIK # | 0001907240 |
| AUM | 273.9 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 954-258-4392 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001907240 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 19.8 | ||
| Apple Inc | 19.3 | ||
| Microsoft Corp | 17.5 | ||
| Bank of America Corp /DE/ | 11.1 | ||
| J P Morgan Chase & Co | 9.7 | ||
| Amazon Com Inc | 5.4 | ||
| Nvidia Corp | 4.7 | ||
| Bloom Energy Corp | 4.4 | ||
| Tesla Motors Inc | 4.3 | ||
| Vector Acquisition Corp | 4.1 | ||
| Palantir Technologies Inc | 3.3 | ||
| Nu Holdings Ltd | 3.2 | ||
| United Parcel Service Inc | 3.0 | ||
| Home Depot Inc | 2.8 | ||
| Apollo Global Management Inc | 2.8 | ||
| iShares Bitcoin Trust | 2.7 | ||
| Robinhood Markets Inc | 2.6 | ||
| Rocket Companies Inc | 2.5 | ||
| Boeing Co | 2.5 | ||
| Intel Corp | 2.5 | ||
| Rivian Automotive Inc / de | 2.4 | ||
| Reinvent Technology Partners | 2.1 | ||
| Alibaba Group Holding Ltd | 2.1 | ||
| Restoration Hardware Holdings Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 91.4 |
| (b) Individuals (high net worth individuals) | 115 | 182.5 |
| (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 | 611 | 273.9 |
| By Discretionary | ||
| Discretionary | 611 | 273.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 611 | 273.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.9 | |
| Total | 611 | 273.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907240] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tradewell Securities LLC
✚
|
IN | 275.8 M |
|
Legal Advantage Investments Inc
✚
|
275.3 M | |
|
Charter Research & Investment Group Inc
✚
|
CT | 275.1 M |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 274.4 M |
|
TrueWealth Financial Partners LLC
✚
|
WA | 273.7 M |
|
Valor Financial Services LLC
✚
|
TN | 273.3 M |
|
Knox Wealth Partners Advisory LLC
✚
|
TN | 272.9 M |
|
Conscious Wealth Investments LLC
✚
|
GA | 272.8 M |
|
Firstmetric LLC
✚
|
MI | 272.1 M |
|
Ryan Investment Management Inc
✚
|
CO | 272.0 M |