Hudson Oak Wealth Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hoboken, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $134M in regulatory assets under management, 1 employee, and 239 accounts.
Assets Under Management
$134M
Employees
1
Offices
--
Total Clients
56
Primary office
HOBOKEN, NJ
221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.8% of total clients.
Top client categories% of clientsClients
1
HNWI
51.8%
29
2
Individuals
48.2%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of March 30, 2026
Discretionary100.0%
$134M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$134M
Total Accounts239
10Y AUM Change+$24M (+21.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.