This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$274MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$274M

Private client RAUM

$274MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$137Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

611

Individual clients

223

High net worth clients

115

SEC number

801-120603

CIK

1907240

CRD

147158

Filings on the tape

9

First filed

Feb 22, 2021

Latest filed

Mar 2, 2026

Organised

Corporation, FL

Website

udinewealth.com

• Occurred

  Feb 22, 2021
  First Form ADV filing

  Udine Wealth Management Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec3298d7-e798-2a22-8b41-68d7f002ed13

First observed

Feb 22, 2021

Last observed

Mar 2, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.