Hudson Valley Wealth Management, Inc
● SEC registered since 2012CRD 146338SEC# 801-74737Pearl River, NY
Reg. AUM
$48.8M
Employees
1
Accounts
234
Location
Pearl River, NY
Hudson Valley Wealth Management, Inc assets under management
Hudson Valley Wealth Management, Inc operates as an SEC-registered investment adviser based in Pearl River, NY. The firm has been registered since 2012. It reports $48.8 million in regulatory assets under management and employs 1 people.
Hudson Valley Wealth Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Conover Control | President, Ceo, And Cco | Over 75% | 2008 |
Frequently asked questions
How much does Hudson Valley Wealth Management, Inc manage?
Hudson Valley Wealth Management, Inc reports $48.8 million in regulatory assets under management on its Form ADV.
How many employees does Hudson Valley Wealth Management, Inc have?
Hudson Valley Wealth Management, Inc reports 1 employees.
Where is Hudson Valley Wealth Management, Inc located?
Hudson Valley Wealth Management, Inc is based in Pearl River, NY and has been SEC-registered since 2012.
Does Hudson Valley Wealth Management, Inc disclose fund performance?
Hudson Valley Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Blue Hill Plaza, 1st Floor, Pearl River, NY 10965 |
| Phone | (845) 920-1600 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$48.8M▼ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$48.8Mregulatory AUM
Discretionary $48.8M