Hudson & Associates Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hudson & Associates Wealth Management is a newly registered SEC investment adviser that offers discretionary and non‑discretionary portfolio management, retirement‑plan advisory services, and financial planning to individuals, high‑net‑worth clients, trusts, estates, business entities and qualified retirement plans. The firm states it may implement client strategies through a sponsored wrap fee program and may engage or recommend unaffiliated External Managers for portions of client assets.
Portfolios are tailored to each client’s objectives and Hudson & Associates primarily uses fundamental analysis with a long‑term orientation while permitting shorter‑term trading when warranted; clients may impose reasonable restrictions on account management. The firm uses third‑party infrastructure, notably the Envestnet platform, for portfolio construction, rebalancing, reporting and access to Third Party Managers, and it monitors accounts on an ongoing basis with at least annual formal reviews.
Several features are atypical for a firm in this category: Hudson & Associates both sponsors a wrap fee program and discloses the option of fixed‑fee billing, and it explicitly assists clients in selecting and monitoring External Managers. The brochure also discloses a compliance relationship through Dinsmore Compliance Services, the use of Envestnet operational services, and that some advisory personnel are separately registered as broker‑dealer representatives and licensed insurance agents; the firm does not serve as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees negotiable and set forth in client agreements; also $10 per account, per year for Envestnet reporting solution
$0+: up to 1.50% $0 - $1,000,000: 0.10% (Envestnet platform fee) $1,000,001 - $2,000,000: 0.09% (Envestnet platform fee) $2,000,001 - $5,000,000: 0.08% (Envestnet platform fee) $5,000,001+: 0.07% (Envestnet platform fee)
Commissions on insurance products and securities transactions earned by advisory persons separately from Hudson & Associates fees
Minimum fee: $30 minimum annual fee per client account on assets subject to Envestnet platform fee
Main office
11029 South Memorial Drive
Tulsa OK 74133
Advisors at this office
1
Most active in
Oklahoma · Texas
Also doing business as
Hudson & Associates Wealth Management LLC · Walton Creek Investment Advisors · Walton Creek Investment Advisors LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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