LP Profile

Udine Wealth Management

Also known as udine wealth

Wealth ManagerBoca Raton, United StatesFounded 2008
$155M
Assets Under Management
Boca Raton
Headquarters
Investment Focus

About Udine Wealth Management

Udine Wealth Management is an investment management and financial planning firm in Boca Raton, Florida, founded in 2008. It serves individuals, family offices and institutions with a research-driven approach intended to protect capital and pursue growth across market conditions. The firm reports more than $304 million in assets managed as of September 30, 2026, and more than 30 years of combined experience. It states that compensation is aligned with clients and that it invests alongside them. Scott Udine is the chief investment officer.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Udine Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$273.9M
Total Clients
611
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Udine Wealth Management?

Udine Wealth Management is a wealth manager based in Boca Raton, United States, managing approximately $155M in assets.

Where is Udine Wealth Management headquartered?

Udine Wealth Management is headquartered in Boca Raton, United States.

How much does Udine Wealth Management manage?

Udine Wealth Management manages approximately $155M in assets under management.

When was Udine Wealth Management founded?

Udine Wealth Management was founded in 2008.

How can I contact Udine Wealth Management?

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