Udine Wealth Management Inc.

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.