Hudson Valley Wealth Management, Inc
- Regulatory AUM
- $48.8M
- Discretionary
- $48.8M
- Clients
- 172
- Avg AUM / client
- $283K
- Accounts
- 234
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $15.2M | 31.1% |
| High net worth individuals | 28 | $33.6M | 68.9% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $22.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hudson Private Lp | Private Equity Fund | Delaware | $18.5M | 41 |
| Proudliving New Jersey Real Estate Fund Lp | Real Estate Fund | Delaware | $4.0M | 2 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher James Conover | Managing Member And Chief Compliance Officer | Oct 2020 (6y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $22.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hudson Private Lp | Private Equity Fund | $18.5M | $1.0M | 41 |
| Proudliving New Jersey Real Estate Fund Lp | Real Estate Fund | $4.0M | $100K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $88.5M (79% of AUM) Nov 2024
- LPL Financial $45.1M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗