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Building 2UDINE WEALTH MANAGEMENT INC.

Map pin
Phone954-258-4392
NotebookSEC #801-120603
Total AUM
$273.9M
Employees
2
Clients
338

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
954-258-4392

ReceiptFinancials

Total AUM
$273.9M
Accounts
611
Discretionary
$273.9M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$91.4M
HNW Individual Clients
115
AUM
$182.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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