Hudson Oak Wealth Advisory LLC
● SEC registered since 2025CRD 300218SEC# 801-132434Hoboken, NJ
Reg. AUM
$133.9M
Employees
1
Accounts
239
Location
Hoboken, NJ
Hudson Oak Wealth Advisory LLC assets under management
Hudson Oak Wealth Advisory LLC operates as an SEC-registered investment adviser based in Hoboken, NJ. The firm has been registered since 2025. It reports $133.9 million in regulatory assets under management and employs 1 people.
Hudson Oak Wealth Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Francis Sheahen Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Hudson Oak Wealth Advisory LLC manage?
Hudson Oak Wealth Advisory LLC reports $133.9 million in regulatory assets under management on its Form ADV.
How many employees does Hudson Oak Wealth Advisory LLC have?
Hudson Oak Wealth Advisory LLC reports 1 employees.
Where is Hudson Oak Wealth Advisory LLC located?
Hudson Oak Wealth Advisory LLC is based in Hoboken, NJ and has been SEC-registered since 2025.
Does Hudson Oak Wealth Advisory LLC disclose fund performance?
Hudson Oak Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 221 River Street, 9th Floor, Hoboken, NJ 07030 |
| Phone | (646) 820-4858 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.9M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$133.9Mregulatory AUM
Discretionary $133.9M