RIA Intel›Advisers›New York›HUDSON VALLEY WEALTH MANAGEMENT, INC

HUDSON VALLEY WEALTH MANAGEMENT, INC

Advisory

N·PEARL RIVER, NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$49M
1-Year AUM Growth
+11.5%
3-Year CAGR
-1.3%
Employees
1
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients109
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingFeb 26, 2008
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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