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 and owned by an individual principal. The firm is SEC-registered (2025) and positions itself as a capital allocator for individual and family clients, offering fee arrangements that include assets-under-management and fixed-fee engagements. Core services listed include financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. The adviser reports active incorporation of environmental, social and governance (ESG) factors into its investment approach and maintains an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
1 of 1
Brian Sheahen
Managing Director & Wealth AdvisorCRD 6760327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$130M in ETFs
85%
$110M
15%
$20M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $12.5M | 18,165 | 9.59% |
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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