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HUDSON COMPANIES
HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338 · SEC 801-74737
ONE BLUE HILL PLAZA, 1ST FLOOR, PEARL RIVER, NY, 10965, United States
Phone
(845) 920-1600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$48.8M
Discretionary AUM
$48.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $15.2M |
| High net worth individuals | 28 | $33.6M |
States served
NJ, NY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD