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HUDSON COMPANIES
Legal name: HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338File 801-74737
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$48.8M
Bottom 25% of cohort (national)
Discretionary AUM
$48.8M
Clients
172
234 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 29, 2012
- Principal office
- ONE BLUE HILL PLAZA, 1ST FLOOR, PEARL RIVER, NY, 10965
- Phone
- (845) 920-1600
- Website
- https://hudcos.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.8M
- Discretionary AUM
- $48.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 234
- Non-discretionary accounts
- 0
- Total accounts
- 234
- AUM per client
- $283K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $33.6M |
| Individuals (other than high net worth individuals) | 144 | $15.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 109 | 172 | increased by63 |
| Apr 1, 2026 | AUM | $64,767,865 | $48,750,239 | decreased by$16,017,626 |
| Apr 1, 2026 | Accounts | 388 | 234 | decreased by154 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 1 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 467 | 109 | decreased by358 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $123,366,880 | $64,767,865 | decreased by$58,599,015 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 388 | increased by38 |
| Apr 1, 2022 | Clients | 185 | 467 | increased by282 |
| Apr 1, 2022 | AUM | $117,670,588 | $123,366,880 | increased by$5,696,292 |
| Apr 1, 2022 | Accounts | 255 | 350 | increased by95 |
| May 1, 2021 | Employees | 6 | 5 | decreased by1 |
| May 1, 2021 | Clients | 249 | 185 | decreased by64 |
| May 1, 2021 | AUM | $97,295,107 | $117,670,588 | increased by$20,375,481 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUDSON COMPANIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUDSON COMPANIES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.