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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.