Udine Wealth Management, Inc.
Udine Wealth Management, Inc. is a registered investment adviser based in Weston, Florida, founded and owned by Scott R. Udine. The firm was established in 2021 and manages investment portfolios primarily for individual and high net worth clients. With a small team of 2 employees, both of whom are investment personnel, Udine Wealth Management delivers tailored advice and portfolio management services. As of July 2025, the firm serves over 500 clients and manages assets exceeding $217 million.
Investment Strategy
Udine Wealth Management, Inc. primarily provides discretionary portfolio management for individual and high-net-worth clients. Its strategy emphasizes equity and ETF selection focused on blue-chip companies and a diversified pool of securities, as evidenced by significant holdings in Microsoft, Apple, Alphabet, and various ETFs. The firm seeks risk-adjusted growth by balancing technology leaders with broad market and short-term bond ETFs, while adapting positions based on market trends and macroeconomic outlook. Udine Wealth works directly with clients to tailor investment strategies to their specific financial objectives and risk tolerances.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 14.60% | $27.7M | 301,570 | $91.72 | $91.73 | -$473.6K |
B BX | BLACKSTONE INC | 11.76% | $22.3M | 15,259 | $149.58 | $149.58 | +$22.3M |
M MSFT | MICROSOFT CORP | 10.53% | $20.0M | 40,111 | $327.35 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 7.50% | $14.2M | 69,214 | $176.52 | $205.17 | -$768.5K |
S SHV | ISHARES TR | 6.28% | $11.9M | 107,750 | $110.45 | $110.42 | -$4.3K |