Hudson Oak Wealth Advisory LLC
Firm details
- Headquarters
- Hoboken, New Jersey
- CRD number
- 300218
- Registered since
- April 16, 2025
- Website
- hudsonoakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.17%
- Individuals12.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hudson Oak Wealth Advisory LLC is an independent registered investment adviser organized as an LLC. The firm appears to focus on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Hudson Oak is a capital allocator and identifies as an active ESG investor. It charges clients via a combination of percentage-of-AUM and fixed fees. The firm is SEC-registered as of 2025. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$129M in ETFs
84%
$109M
16%
$20.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $12.6M | 18,023 | 9.77% |
Location
Hoboken, NJ
Hudson
Location
Hoboken, NJ
Headquartered in Hoboken, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 221 River St
- Time zone
- ET (UTC-5)
- Office locations
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