Privacy Policy

Hudson & Associates Wealth Management (“Hudson & Associates,” “the firm,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal information entrusted to us. This Privacy Policy describes the information we collect, how we use and share it, and the steps we take to safeguard it. It is provided in connection with our obligations as a registered investment adviser, including under Regulation S-P and the Gramm-Leach-Bliley Act, as well as other applicable federal and state privacy laws.

This policy applies to visitors of our website and to current and prospective clients of the firm. The legal entity responsible for this website and the information practices described here is Hudson & Associates Wealth Management LLC (CRD No. 2549171).

You may also download our formal privacy notice, provided under Regulation S-P: Hudson & Associates Privacy Notice (PDF).

Information We Collect

We collect personal information only as needed to provide advisory services, respond to inquiries, meet regulatory obligations, and operate our website. The categories of information we may collect include:

Information you provide to us

• Identifying details such as your name, address, email address, and telephone number.
• Financial and household information you share when you become a client or request information, such as assets, income, investment objectives, risk tolerance, account information, and family or beneficiary details.
• Information you include in messages, applications, agreements, or other communications with us.

Information from custodians and third parties

• Account, holdings, and transaction information from qualified custodians and platforms we work with on your behalf [Insert custodian names if applicable].
• Information from service providers and other financial professionals you authorize us to coordinate with, such as accountants or attorneys.

Information collected automatically on our website

• Technical and usage information such as IP address, browser type, pages visited, and referring pages, collected through cookies and analytics tools. Please see our Cookie Policy for details.
• Information you submit through website forms or email links, such as a contact request. Please do not include account numbers, passwords, or other sensitive information in website or email messages.

How We Use Information

We use personal information to:

• Provide, personalize, and administer advisory services.
• Respond to your inquiries and communicate with you about your relationship with the firm.
• Maintain accurate records and meet legal, regulatory, supervisory, and recordkeeping obligations.
• Operate, secure, and improve our website and protect against fraud or unauthorized activity.

How We Share Information

We do not sell your personal information, and we do not share it with unaffiliated third parties for their own marketing purposes. We may share personal information only as permitted by law and as necessary to serve you, including with:

• Service providers who perform functions on our behalf, such as custodians, technology and portfolio platforms, performance reporting, billing, and administrative support, under confidentiality obligations.
• Custodians and third-party platforms used to hold and service client accounts [Insert custodian names if applicable].
• Professionals you authorize, such as your accountant, attorney, or other advisers, at your direction.
• Regulators and authorities when required by law, regulation, subpoena, examination, or legal process.

Cookies and Online Analytics

Our website uses cookies and similar technologies to function properly and to understand how the site is used. You can control cookies through your browser settings. For more information, please review our Cookie Policy.

How We Protect Information

We maintain written policies and procedures reasonably designed to protect the security, confidentiality, and integrity of personal information against anticipated threats and unauthorized access or use. These safeguards include administrative, technical, and physical controls appropriate to the sensitivity of the information. While we work diligently to protect your information, no method of transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information for as long as you are a client and thereafter for the periods required to satisfy our legal, regulatory, recordkeeping, and legitimate business obligations. When information is no longer required, we dispose of it using appropriate safeguards.

Your Rights and Choices

Depending on your state of residence and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information, and to limit certain uses or disclosures. Because the firm shares information only as described above and does not sell personal information, many opt-out rights may not apply; where they do, we will honor valid requests as required by law. To make a request or ask a question about your information, please contact us using the details below. We may need to verify your identity before acting on a request.

Children’s Privacy

Our website and services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

Third-Party Websites

Our website may contain links to third-party websites, including client login portals and custodian platforms. We are not responsible for the content, security, or privacy practices of those websites. We encourage you to review the privacy policies of any third-party site you visit.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The effective date above indicates when this policy was last revised. As required, we will provide our privacy notice to clients at the start of the relationship and on an ongoing basis in accordance with applicable law.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact:

Hudson & Associates Wealth Management LLC
11029 S Memorial Dr
Tulsa, OK 74133
Phone: (918) 394-1966
Email: john@hudsonwmgroup.com