Overview
Assets Under Management: $134 million
Headquarters: HOBOKEN, NJ
High-Net-Worth Clients: 29
Average Client Assets: $4.0 million
Frequently Asked Questions
HUDSON OAK WEALTH ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300218), HUDSON OAK WEALTH ADVISORY LLC is subject to fiduciary duty under federal law.
HUDSON OAK WEALTH ADVISORY LLC is headquartered in HOBOKEN, NJ.
HUDSON OAK WEALTH ADVISORY LLC serves 29 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, HUDSON OAK WEALTH ADVISORY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HUDSON OAK WEALTH ADVISORY LLC manages $134 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, HUDSON OAK WEALTH ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.17%
Average Client Assets: $4.0 million
Total Client Accounts: 239
Discretionary Accounts: 239
Regulatory Filings
CRD Number: 300218
Filing ID: 2086639
Last Filing Date: 2026-03-30 10:05:01