HUDSON VALLEY WEALTH MANAGEMENT, INC
Legal name: HUDSON COMPANIES
CRD #146338 SEC #801-74737 PEARL RIVER, NY (845) 920-1600
SEC Registered Disclosures
Total AUM
$64.8M
Discretionary
$62.3M
Employees
1
Clients
0
Accounts
388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $64.8M | $62.3M | $2.5M | 1 | 0 |
| Mar 2025 | $64.8M | $62.3M | $2.5M | 1 | 0 |
| Nov 2024 | $112.1M | $88.5M | $23.6M | 1 | 0 |
| Jun 2024 | $112.1M | $88.5M | $23.6M | 1 | 0 |
| May 2024 | $112.1M | $88.5M | $23.6M | 1 | 0 |
| Mar 2024 | $112.1M | $88.5M | $23.6M | 2 | 0 |
| Aug 2023 | $100.5M | $80.8M | $19.7M | 2 | 10 |
| Aug 2023 | $123.4M | $100.2M | $23.2M | 2 | 10 |
| Mar 2022 | $123.4M | $100.2M | $23.2M | 5 | 10 |
| Apr 2021 | $117.7M | $114.9M | $2.8M | 5 | 10 |
| Nov 2020 | $97.3M | $94.4M | $2.9M | 6 | 10 |
| Sep 2020 | $97.3M | $94.4M | $2.9M | 6 | 10 |
| Jun 2020 | $97.3M | $94.4M | $2.9M | 6 | 10 |
| Mar 2020 | $97.3M | $94.4M | $2.9M | 6 | 10 |
| May 2019 | $82.9M | $79.6M | $3.3M | 6 | 13 |
| Mar 2019 | $82.9M | $79.6M | $3.3M | 4 | 0 |
| Nov 2018 | $86.7M | $83.6M | $3.1M | 4 | 0 |
| Apr 2018 | $86.7M | $83.6M | $3.1M | 4 | 0 |
| Mar 2018 | $86.7M | $83.6M | $3.1M | 4 | 0 |
| May 2017 | $85.7M | $83.6M | $2M | 4 | 200 |
| Mar 2017 | $85.7M | $83.6M | $2M | 4 | 200 |
| Mar 2016 | $61.8M | $57M | $4.8M | 4 | 250 |
| Mar 2015 | $60.1M | $56.1M | $4M | 3 | 250 |
| Feb 2015 | $60.1M | $56.1M | $4M | 3 | 250 |
| Feb 2014 | $48.1M | $44.6M | $3.6M | 4 | 165 |
| Jul 2013 | $37.5M | $36.9M | $585.3K | 3 | 125 |
| Mar 2013 | $37.5M | $36.9M | $585.3K | 3 | 125 |
| Mar 2013 | $37.5M | $36.9M | $585.3K | 3 | 125 |
| Apr 2012 | $34.8M | $34.3M | $505K | 1 | 125 |
| Mar 2012 | $34.3M | $34.3M | $50.5K | 1 | 125 |
| Sep 2008 | $1.1M | $1.1M | $0 | 5 | -- |
DateOct 2025
Total AUM$64.8M
Discretionary$62.3M
Non-Disc.$2.5M
Employees1
Clients0
DateMar 2025
Total AUM$64.8M
Discretionary$62.3M
Non-Disc.$2.5M
Employees1
Clients0
DateNov 2024
Total AUM$112.1M
Discretionary$88.5M
Non-Disc.$23.6M
Employees1
Clients0
DateJun 2024
Total AUM$112.1M
Discretionary$88.5M
Non-Disc.$23.6M
Employees1
Clients0
DateMay 2024
Total AUM$112.1M
Discretionary$88.5M
Non-Disc.$23.6M
Employees1
Clients0
DateMar 2024
Total AUM$112.1M
Discretionary$88.5M
Non-Disc.$23.6M
Employees2
Clients0
DateAug 2023
Total AUM$100.5M
Discretionary$80.8M
Non-Disc.$19.7M
Employees2
Clients10
DateAug 2023
Total AUM$123.4M
Discretionary$100.2M
Non-Disc.$23.2M
Employees2
Clients10
DateMar 2022
Total AUM$123.4M
Discretionary$100.2M
Non-Disc.$23.2M
Employees5
Clients10
DateApr 2021
Total AUM$117.7M
Discretionary$114.9M
Non-Disc.$2.8M
Employees5
Clients10
DateNov 2020
Total AUM$97.3M
Discretionary$94.4M
Non-Disc.$2.9M
Employees6
Clients10
DateSep 2020
Total AUM$97.3M
Discretionary$94.4M
Non-Disc.$2.9M
Employees6
Clients10
DateJun 2020
Total AUM$97.3M
Discretionary$94.4M
Non-Disc.$2.9M
Employees6
Clients10
DateMar 2020
Total AUM$97.3M
Discretionary$94.4M
Non-Disc.$2.9M
Employees6
Clients10
DateMay 2019
Total AUM$82.9M
Discretionary$79.6M
Non-Disc.$3.3M
Employees6
Clients13
DateMar 2019
Total AUM$82.9M
Discretionary$79.6M
Non-Disc.$3.3M
Employees4
Clients0
DateNov 2018
Total AUM$86.7M
Discretionary$83.6M
Non-Disc.$3.1M
Employees4
Clients0
DateApr 2018
Total AUM$86.7M
Discretionary$83.6M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2018
Total AUM$86.7M
Discretionary$83.6M
Non-Disc.$3.1M
Employees4
Clients0
DateMay 2017
Total AUM$85.7M
Discretionary$83.6M
Non-Disc.$2M
Employees4
Clients200
DateMar 2017
Total AUM$85.7M
Discretionary$83.6M
Non-Disc.$2M
Employees4
Clients200
DateMar 2016
Total AUM$61.8M
Discretionary$57M
Non-Disc.$4.8M
Employees4
Clients250
DateMar 2015
Total AUM$60.1M
Discretionary$56.1M
Non-Disc.$4M
Employees3
Clients250
DateFeb 2015
Total AUM$60.1M
Discretionary$56.1M
Non-Disc.$4M
Employees3
Clients250
DateFeb 2014
Total AUM$48.1M
Discretionary$44.6M
Non-Disc.$3.6M
Employees4
Clients165
DateJul 2013
Total AUM$37.5M
Discretionary$36.9M
Non-Disc.$585.3K
Employees3
Clients125
DateMar 2013
Total AUM$37.5M
Discretionary$36.9M
Non-Disc.$585.3K
Employees3
Clients125
DateMar 2013
Total AUM$37.5M
Discretionary$36.9M
Non-Disc.$585.3K
Employees3
Clients125
DateApr 2012
Total AUM$34.8M
Discretionary$34.3M
Non-Disc.$505K
Employees1
Clients125
DateMar 2012
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$50.5K
Employees1
Clients125
DateSep 2008
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees5
Clients--