Hudson & Associates Wealth Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Joshua Jones
Chief Compliance OfficerCRD 7729171
Contacts
1 of 1John Hudson
Financial AdvisorCRD 2549172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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