Hudson & Associates Wealth Management LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
343176
Registered since
July 16, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hudson & Associates Wealth Management LLC is organized as a limited liability company and is owned by an individual. The firm registered with the SEC in 2026 and is classified as a newly formed, unclassified advisory business. It identifies itself as a capital allocator, which suggests it intends to deploy client capital directly or via selection of outside managers and investment vehicles rather than relying solely on proprietary strategies. Advisory services disclosed include comprehensive financial planning plus portfolio management for individuals, small businesses, and institutional clients, along with the selection of other advisers. The firm charges either a percentage of assets under management or fixed fees. Hudson & Associates does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joshua Jones

    Joshua Jones

    Chief Compliance OfficerCRD 7729171

Contacts

1 of 1
  • John Hudson

    Financial AdvisorCRD 2549172

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
11029 S Memorial Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth