Udine Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts and estates, delivering customized model portfolios composed of individual equities, ETFs and fixed‑income instruments. The firm also advises on retirement account rollovers and serves as an ERISA fiduciary when appropriate, and it does not impose a formal account minimum.
The firm combines fundamental analysis, technical charting and cyclical investing to construct diversified, non‑correlated portfolios and applies a proprietary methodology to align asset allocation with each client’s risk profile and objectives. Portfolios are actively monitored on an ongoing basis and advisory fees are calculated and deducted daily by the client’s custodian.
Udine Wealth manages roughly $274 million in client assets with a small advisory team and maintains an institutional relationship with Interactive Brokers that provides research, technology and other economic benefits to the firm — a relationship the brochure discloses as a potential conflict of interest. The firm operates on a fee‑only basis, does not accept proxy‑voting responsibility for client securities, and discloses a dated (1993) arbitration award involving the firm’s representative and a former employer.
Client services
Expertise
Fee options
0.50% to 2.00% annually, negotiable based on assets and complexity
Fee-only: Investment advisory fee only, no commissions or other compensation
Main office
Palm Beach Gardens FL
Advisors at this office
2
Most active in
California · Florida · New Jersey · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ross U
Series 65
Palm Beach Gardens, FL
Udine Wealth Management Inc.
Ross Udine is a financial advisor at Udine Wealth Management Inc. with a Series 65 credential and five years of industry experience. His prior work includes positions at Stifel, JW Asset Management, Imperium Capital, and Mercury Capital Advisors. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates through customized portfolios of equities, ETFs, and fixed-income instruments. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to construct diversified portfolios aligned with clients’ risk profiles.
Scott U
Series 63, Series 65
Palm Beach Gardens, FL
Udine Wealth Management Inc.
Scott Udine is a financial advisor with Udine Wealth Management Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Udine has been with his current firm since 2008. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to create diversified, customized portfolios aligned with clients’ risk profiles and objectives.
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