HUDSON OAK WEALTH ADVISORY LLC

Overview

Hudson Oak Wealth Advisory LLC is an independent RIA that manages wealth for individuals and families with a fee model that combines a percentage of AUM and fixed fees. The firm positions itself as a capital allocator and uses third‑party managers where appropriate, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Hudson Oak identifies as an active ESG investor, and its practice reflects a tilt toward public funds and diversified ETF exposure while retaining the ability to place client capital into private market strategies through external managers. The firm is owned by an individual principal and was registered with the SEC in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices