UDINE WEALTH MANAGEMENT , INC.
BOCA RATON, FLORIDA

UDINE WEALTH MANAGEMENT , INC., BOCA RATON

About Udine Wealth Management Udine Wealth Management is an independent Registered Investment Advisor (RIA) licensed to provide discretionary portfolio management services to individual and institutional investors. The Udine Wealth Management investment team is lead by our Chief Investment Officer, Scott R. Udine, an accomplished veteran of the financial services and money management industry for over twenty years. Mr. Udine is primarily focused on investing in the U.S. equity markets for his valued clients through both bull and bear markets. Substantial business experience and market expertise have been the hallmarks of the Udine Wealth Management investment team since its founding and matches well with the complexity and wealth management needs of its clients. The experience of our investment team both in the capital markets and as founders and officers of companies, both public and private, gives us a broader understanding of the dynamics and nuances of businesses. Our investment team brings unique perspectives and valuable insights from years of experience in the capital markets as well as a deep understanding of the inner working of companies that we invest in. The combination of experience benefits both the Udine Wealth Management investment team and you as our “partners”. With a tenacious pursuit of excellence and relentless work ethic, Udine Wealth Management delivers portfolio solutions for you that always seek superior returns. By combining the best practices in fundamental analysis, technical analysis and in-depth understanding of the equity markets, Udine Wealth Management offers access to a level of sophistication typically available only to the largest institutions and wealthiest individuals. As a client and a “partner” of ours, you will receive peace of mind knowing that your hard-earned money is in good hands leaving you free to pursue other businesses and/or passions. You can sleep well at night knowing that you made the right choice. We like it that way because we are outstanding at what we do. When dealing with a traditional “stock broker”, he/she makes money by charging you commissions. He/she gets paid each time they transact whether you make money or lose. Their motivation to transact clearly creates a conflict of interest. In addition, and most important, since we are investing alongside you, when you are successful, we are successful. Our interests are perfectly aligned. We “eat our own cooking”. Udine Wealth Management Inc. Welcome to Udine Wealth Management At Udine Wealth Management, we offer the truly personal service that you deserve, asset protection that you need, and the focused and disciplined skills that you expect. We invite you to familiarize yourself with our investment philosophy and learn more about our firm and the principles that guide us. We genuinely believe that our wealth management firm is different. Provide service in excess of our clients’ expectations The bottom line: We are outstanding at what we do. We are growth equity investors We are disciplined and focused Thank you for your interest in Udine Wealth Management, we look forward to growing with you. Udine Wealth Management Inc. Welcome to Udine Wealth Management At Udine Wealth Management, we offer the truly personal service that you deserve, asset protection that you need, and the focused and disciplined skills that you expect. We invite you to familiarize yourself with our investment philosophy and learn more about our firm and the principles that guide us. We genuinely believe that our wealth management firm is different. Provide service in excess of our clients’ expectations The bottom line: We are outstanding at what we do. We are growth equity investors We are disciplined and focused Thank you for your interest in Udine Wealth Management, we look forward to growing with you. Udine Wealth Management Inc.

KEY FACTS ABOUT UDINE WEALTH MANAGEMENT , INC.

Company name
UDINE WEALTH MANAGEMENT , INC.
Status
Active
Filed Number
P08000034730
FEI Number
262331117
Date of Incorporation
April 4, 2008
Age - 17 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://udinewealthmanagement.com
Phones
(954) 258-4392

UDINE WEALTH MANAGEMENT , INC. NEAR ME

Principal Address
155 E. Boca Raton Rd.,
Unit 313,
BOCA RATON,
FL,
33432,
US

See Also

Officers and Directors

The UDINE WEALTH MANAGEMENT , INC. managed by the two persons from BOCA RATON on following positions: PVST, Director

Scott Udine

Position
PVST Active
From
BOCA RATON, 33432

Scott Udine

Position
Director Active
From
BOCA RATON, 33432





Registered Agent is Scott Udine

From
BOCA RATON, 33432

Annual Reports

2024
February 4, 2024
2023
January 23, 2023