Hudson Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hudson Wealth Management offers discretionary portfolio management, financial planning, and pension consulting services to employee benefit plans, institutional clients, and other entities, with the capacity to work with individual and trust clients as appropriate. Like most investment managers, the firm charges percentage-of-assets fees and operates under written advisory and custodial agreements.
The firm tailors portfolios to clients’ objectives, risk tolerances, and time horizons, using fundamental and cyclical analysis alongside a mix of mutual funds, ETFs, listed securities, and, occasionally, short‑term trades or option strategies. Accounts are monitored and rebalanced on an ongoing basis, and the adviser can implement discretionary trading authority when agreed in writing.
Distinctive for a small, state‑registered adviser, Hudson explicitly offers pension consulting and plan-level services — including fund selection advice, investment performance monitoring, and participant enrollment meetings — and provides investment‑related educational seminars for plan participants (these seminars are specific to pension clients and not offered to the public). The firm also documents ERISA‑related disclosures to plan fiduciaries and structures pension engagements with written agreements that define the scope and termination terms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.85% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.20% $3,000,001 - $6,000,000: 1.10% $6,000,001 - $11,000,000: 1.05% $11,000,001 - $26,000,000: 0.90% $26,000,001 - $51,000,000: 0.75% $51,000,001+: 0.65%
Account minimum: $50,000 minimum, may be waived at discretion
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)