UDINE WEALTH MANAGEMENT , INC.
BOCA RATON, FLORIDA

Udine Wealth Management Inc. is an independent Registered Investment Advisor (RIA) based in Boca Raton, Florida, licensed to provide discretionary portfolio management services for individual and institutional investors. Founded on April 4, 2008, the firm takes pride in its personalized approach to wealth management under the leadership of Chief Investment Officer Scott R. Udine, who boasts over two decades of experience in financial services and money management. The investment team at Udine Wealth Management specializes in U.S. equity markets, demonstrating a proven ability to navigate both bull and bear market cycles. With substantial business acumen and deep market expertise, the firm tailors its strategies to meet the complex wealth management needs of its clients. Experience garnered from involvement in both capital markets and corporate ventures—both public and private—enables the team to offer nuanced insights into the businesses they invest in. Client partnerships are core to Udine Wealth Management's ethos. The firm focuses on exceeding client expectations through a philosophy grounded in growth equity investment, discipline, and focus. Unlike traditional stock brokers who rely on commission-based transactions, Udine Wealth Management aligns its interests with those of clients by investing alongside them, ensuring a shared stake in financial success. Clients can expect exceptional service that exceeds their expectations, asset protection, and focused financial strategies enabling peace of mind and the freedom to pursue other pursuits. The firm invites prospective clients to explore its investment philosophy through its website at udinewealthmanagement.com, seeking those interested in building wealth with integrity and excellence. Udine Wealth Management Inc. is officially registered under filing number P08000034730 as a Florida Domestic Profit Corporation (DOMP) and maintains offices at 155 E. Boca Raton Rd., Unit 313, Boca Raton, FL, 33432, United States. The company's latest annual report was filed on February 4, 2024, with its registered address verified via its FEI Number: 262331117.