SourcingSourcing

HUDSON VALLEY WEALTH MANAGEMENT, INC

B55
CRD 146338·SEC 801-74737·PEARL RIVER, NY
AUM
$48.8M
$25M-$100M
Est. Revenue
$488K
@ 1% on AUM
Est. EBITDA
$146K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD
146338
SEC file #
801-74737
EIN
850950747
DBA names
Hudson Companies

Economics

AUM
$48.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$82.9M → $48.8M▼ -41%
Client mix
Individuals Other144
Individuals High Net Worth28

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
PEARL RIVER NY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/hudcos(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONOVER, CHRISTOPHER, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CONOVER, CHRISTOPHER, JAMES
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001813464
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-08-04
Edgar Last Filing Date
2020-08-04
Edgar Form D Count
1
Edgar Form D Offerings
2020-08-042020-08-04 · 0001465818-20-000020

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
235 S. HARRISON STREET, #100EAST ORANGE, NJ 07018
Business
235 S. HARRISON STREET, #100EAST ORANGE, NJ 07018
Edgar EIN
850950747
Edgar Recent Filings
D2020-08-04 · 0001465818-20-000020
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2919616
Trust Company Affiliate
No

People (1)

1
CONOVER, CHRISTOPHER, JAMES
IAR · Direct Owner · 87.5%
2919616