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Hudson Oak Wealth Advisory LLC

● SEC registered since 2025CRD 300218SEC# 801-132434Hoboken, NJ
Export (members)
Reg. AUM
$110.3M
Employees
1
Accounts
231
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 $110.3 million in regulatory assets under management and employs 1 people.

Hudson Oak Wealth Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Francis Sheahen ControlOwner, Wealth Advisor, And CcoOver 75%2018

Frequently asked questions

How much does Hudson Oak Wealth Advisory LLC manage?

Hudson Oak Wealth Advisory LLC reports $110.3 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

Address221 River Street, 9th Floor, 9th Floor, Hoboken, NJ 07030
Phone(646) 820-4858
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.3M
Non-discretionary$0
Total (RAUM)$110.3M