HUDSON VALLEY WEALTH MANAGEMENT, INC
SEC file number 801-74737
· PEARL RIVER, NY
https://hvlgroup.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$112.1M
Discretionary AUM
$88.5M
Employees
1
Clients
—
Firm
- Address
- ONE BLUE HILL PLAZA
PEARL RIVER, NY 10965 - Phone
- —
- Website
- https://hvlgroup.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Hudson Valley Preservation Fund III, LLC High name-match confidence · CIK 2046780 · NY
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
Hudson Valley Preservation Fund III, LLC · D · Apr 14, 2026
-
US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Hudson Valley Preservation Fund III, LLC · D · Mar 24, 2025