LP Profile

Hudson Oak Wealth Advisory

Also known as hudson oak wealth advisory

Wealth ManagerHoboken, United StatesFounded 2018
$134M
Assets Under Management
Hoboken
Headquarters
Investment Focus

About Hudson Oak Wealth Advisory

Independent CPA & CFP® Wealth Advisors based in Hoboken, New Jersey and focusing on clients in New Jersey, New York & Virtually Nationwide.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hudson Oak Wealth Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$133.9M
Total Clients
239
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Hudson Oak Wealth Advisory?

Hudson Oak Wealth Advisory is a wealth manager based in Hoboken, United States, managing approximately $134M in assets.

Where is Hudson Oak Wealth Advisory headquartered?

Hudson Oak Wealth Advisory is headquartered in Hoboken, United States.

How much does Hudson Oak Wealth Advisory manage?

Hudson Oak Wealth Advisory manages approximately $134M in assets under management.

When was Hudson Oak Wealth Advisory founded?

Hudson Oak Wealth Advisory was founded in 2018.

How can I contact Hudson Oak Wealth Advisory?

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