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Udine Wealth Management Inc.

CRD 147158  ·  $273.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
147158
SEC number
801-120603
Firm type
RIA
Assets under management
$273.9M as of Mar 2, 2026
Website
www.udinewealth.com ↗
Phone
954-258-4392
Address
Not yet retrieved from the source record

Advisors at this firm

2 in our index · page 1 of 1

  • Scott Robert UdineCRD 1832991 · Palm Beach Gardens, FL
    IA Registered
    Disclosure event(s) on record
  • Ross UdineCRD 7301901 · Palm Beach Gardens, FL
    IA Registered
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 147158 ↗ FINRA BrokerCheck record for firm CRD 147158 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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