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HUDSON OAK WEALTH ADVISORY LLC

HOBOKEN, NJ · CRD 300218 · IAPD ↗ · (646) 820-4858

$133.9MRegulatory AUM
1Advisory reps
1Employees
4Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — HUDSON OAK WEALTH ADVISORY LLC (HOBOKEN, NJ) is newly SEC-registered with $110.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.