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UDINE WEALTH MANAGEMENT INC.
CRD 147158 · SEC 801-120603
CA, United States
Phone
954-258-4392
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.9M
Discretionary AUM
$273.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $91.4M |
| High net worth individuals | 115 | $182.5M |
States served
CA, NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD