Udine Wealth Management

What Udine Wealth Management does

Udine Wealth Management is a privately held, employee-owned boutique registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm provides discretionary portfolio management and integrated financial planning services to high-net-worth individuals, family offices, and institutional investors. Operations are family-led: founder Scott R. Udine serves as CEO and Chief Investment Officer, with his son Ross B. Udine as Investment Advisor and Managing Partner, daughter Carli R. Udine as Head of Client Services, and Lisa M. Udine as Office Manager. The firm reports $294M+ in assets under management as of June 30, 2026, across 51-100 employees, and describes itself as combining "the extensive expertise and resources of a large private bank with the independence, transparency, and personalized service of an employee-owned boutique."

The firm's core offerings consist of four integrated service lines: Discretionary Portfolio Management, Personal Financial Planning, Tax Planning and Strategies (including tax-loss harvesting supported by a network of CPAs and tax professionals), and Retirement & Estate Planning (delivered in coordination with external legal and tax advisors). Operational technology is intentionally lean: the firm relies on Interactive Brokers as its recommended clearing and custody partner, with client account access delivered through the Interactive Brokers client portal (clientam.com). Marketing and content distribution is centered on the proprietary "UWM Market Notes" newsletter, which delivers curated market commentary from the CIO to qualified individuals and clients. The website (udinewealth.com) is built on Squarespace and maintained by technology partner andtechgroup, while Advisor Assist provides compliance support.

Udine Wealth Management operates an AUM-based fee model consistent with fiduciary RIAs, with the firm explicitly stating "100% aligned compensation" and that it invests its own capital alongside clients using identical strategies. The go-to-market is high-touch and referral-driven, relying on trust-based introductions from existing clients rather than digital self-serve channels. Geographic footprint is concentrated in the Southeast US, with no international operations or self-serve distribution.

Name

Udine Wealth Management

Legal name

Udine Wealth Management Inc.

Website

https://udinewealthmanagement.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Udine Wealth Management is a privately held, employee-owned boutique RIA in Palm Beach Gardens, Florida, providing discretionary portfolio management and integrated financial planning to high-net-worth individuals, family offices, and institutions, with $294M+ AUM as of mid-2026.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Wealth management services
• Discretionary portfolio management
• Financial planning advisory
• Retirement estate planning
• Tax planning strategies

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Assets Under Management (AUM) Fees: Udine Wealth Management generates revenue through fees based on assets under management. The firm discloses $294M+ in assets managed, suggesting an AUM-based fee model typical of registered investment advisors. The firm also mentions 100% aligned compensation, indicating fees are tied to client asset growth rather than transaction-based commissions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Udine Wealth Management is a boutique registered investment advisor that provides discretionary portfolio management and integrated financial planning services to high-net-worth individuals, family offices, and institutional investors. The firm manages $294M+ in assets, charging fees based on assets under management, and emphasizes fiduciary alignment by investing its own capital alongside clients using identical strategies. Complementary offerings include personal financial planning, tax planning strategies, retirement and estate planning, and proprietary UWM Market Notes intelligence briefings.

Product overview

Udine Wealth Management is a boutique wealth management firm offering a unified suite of investment management and financial planning services. The core offerings consist of Discretionary Portfolio Management, Personal Financial Planning, Tax Planning and Strategies, and Retirement & Estate Planning, all delivered through a disciplined, research-driven approach aligned with client goals. The company also provides exclusive market intelligence through its UWM Market Notes product, delivering curated commentary and data-driven observations to qualified investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management
• Personal Financial Planning
• Tax Planning and Strategies
• Retirement & Estate Planning
• UWM Market Notes

Quantifiable outcome

• $294M+ assets managed
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and supporting.

• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers serves as the recommended clearing firm for Udine Wealth Management. The firm directs clients to the Interactive Brokers client portal (clientam.com) for account access and management. This partnership provides the operational infrastructure for custody and execution of client trades.
• Advisor AssistsupportingImplementation/ SI/ Consulting PartnerAdvisor Assist serves as the compliance partner for Udine Wealth Management, helping ensure regulatory compliance and adherence to fiduciary standards in the wealth management industry.
• andtechgroupsupportingTechnology or Integrationandtechgroup serves as the technology partner for Udine Wealth Management, developing and maintaining the company's website (udinewealth.com). The firm is credited as the website developer in the footer.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: Specialist private wealth and family office firm serving ultra-HNW families with investment management, estate planning, and multi-generational wealth strategies — directly comparable in targeting family offices and integrated planning.
• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, and estate planning to HNW clients and families — comparable service breadth and independent RIA structure, though at much greater scale.
• Buckingham Strategic Wealth: Boutique RIA providing discretionary portfolio management and financial planning to HNW households and institutions — highly comparable boutique model and fiduciary-aligned value proposition.
• Carson Group: RIA platform providing technology, compliance, and investment infrastructure to independent advisors serving HNW clients — comparable in supporting advisor-led wealth management businesses, though via a partner/network model.
• Edelman Financial Engines: Large independent RIA offering portfolio management and financial planning to individuals and HNW households — comparable service mix and fiduciary model, at substantially greater scale.
• Mariner Wealth Advisors: Independent, employee-owned RIA serving HNW individuals, families, and institutions with discretionary portfolio management, financial planning, and tax/estate services — directly comparable model to Udine but at significantly larger scale.

Broad incumbents

• Schwab Wealth Advisory: Charles Schwab's advisory and wealth management business providing portfolio management and planning across retail and HNW segments — incumbent competing on fee transparency and scale.
• Morgan Stanley Wealth Management: Wirehouse wealth manager offering portfolio management, lending, and planning to HNW clients and institutions — broad incumbent competing in the same HNW and family office segments.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service targeting retail and mass-affluent investors with low-fee portfolio management — incumbent whose low-fee positioning pressures boutique RIA economics.
• Merrill Lynch Wealth Management: Bank-affiliated wirehouse serving HNW and ultra-HNW clients with full-service investment management, planning, and banking — competes with Udine for HNW wallet share but at far greater scale and brand recognition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/udine-wealth-management-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Udine Wealth Management