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AdvisorCensus / Financial advisors / Oklahoma / Tulsa / Hudson & Associates Wealth Management LLC

Hudson & Associates Wealth Management LLC

Tulsa, OKSEC-registered investment adviserCRD 343176

Filed as HUDSON & ASSOCIATES WEALTH MANAGEMENT LLC

Hudson & Associates Wealth Management LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

0 years
registered since 2026
$0
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hudson & Associates Wealth Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Hudson & Associates Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Hudson & Associates Wealth Management LLC located?

Hudson & Associates Wealth Management LLC's principal office is in Tulsa, OK, according to its Form ADV.

Is Hudson & Associates Wealth Management LLC registered with the SEC or a state?

Hudson & Associates Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343176.

How much does Hudson & Associates Wealth Management LLC manage?

Hudson & Associates Wealth Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 28, 2026.

Does Hudson & Associates Wealth Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343176

Does Hudson & Associates Wealth Management LLC state an account minimum?

Its Form ADV Part 2A brochure dated August 7, 2026 says: "Hudson & Associates does not impose a minimum portfolio size or a minimum initial investment to open an account."

What changed in Hudson & Associates Wealth Management LLC's recent Form ADV filings?

In the October 2026 filing data: Registered or notice-filed in TX.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
Hudson & Associates does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's Form ADV Part 2A brochure dated August 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated September 28, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: 120-Day Approval.
Registered since
2026 (0 years)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
Yes.
States registered or notice-filed
2 states or jurisdictions
OKTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Registered or notice-filed in TX.
  2. September 2026
    • Changed its legal name from Walton Creek Investment Advisors LLC to Hudson & Associates Wealth Management LLC.
    • Updated its list of owners and control persons (Schedule A).
  3. August 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Hudson & Associates Wealth Management LLC (CRD 343176): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hudson-and-associates-wealth-management-llc-tulsa-ok-343176