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HUDSON OAK WEALTH ADVISORY LLC
CRD 300218 · SEC 801-132434
221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ, 07030, United States
Phone
(646) 820-4858
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.9M
Discretionary AUM
$133.9M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $17.2M |
| High net worth individuals | 29 | $116.7M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD