# Hudson Oak Wealth Advisory LLC

> Hudson Oak Wealth Advisory LLC is an SEC-registered investment advisory firm in Hoboken, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 300218
- Filed as: HUDSON OAK WEALTH ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hoboken, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300218
- AdvisorCensus page: https://advisorcensus.com/firm/hudson-oak-wealth-advisory-llc-hoboken-nj-300218

## Quick answers

**How is Hudson Oak Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hudson Oak Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Hudson Oak Wealth Advisory LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $325 an hour (time spent on the project up to termination date). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hudson Oak Wealth Advisory LLC located?**
Hudson Oak Wealth Advisory LLC's principal office is in Hoboken, NJ, according to its Form ADV.

**Is Hudson Oak Wealth Advisory LLC registered with the SEC or a state?**
Hudson Oak Wealth Advisory LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300218.

**How much does Hudson Oak Wealth Advisory LLC manage?**
Hudson Oak Wealth Advisory LLC reports $133,890,696 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Hudson Oak Wealth Advisory LLC's assets and staff changed since 2025?**
In the Form ADV data for Hudson Oak Wealth Advisory LLC: Regulatory assets under management: $110,328,640 in the October 2025 data and $133,890,696 in the October 2026 data, up 21%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hudson Oak Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (27).

**Which custodians does Hudson Oak Wealth Advisory LLC use?**
Hudson Oak Wealth Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hudson Oak Wealth Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300218

**What changed in Hudson Oak Wealth Advisory LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,328,640 to $133,890,696 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Hourly rate: $325 an hour (time spent on the project up to termination date)

> Fees for time spent on the project up to te rmination date, calculated at $325 per hour, will be due.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $133,890,696
- Discretionary: $133,890,696
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $17,181,415 |
| High net worth individuals | 29 | $116,709,281 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hudsonoakwealth.com
- Facebook @HudsonOakWealth
- Instagram @hudsonoakwealth
- LinkedIn @hudson-oak-wealth-advisory
- X @HudsonOakWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $110,328,640 | 1 | March 17, 2025 |
| October 2026 | $133,890,696 | 1 | March 30, 2026 |

Regulatory assets under management: $110,328,640 in the October 2025 data and $133,890,696 in the October 2026 data, up 21%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,328,640 to $133,890,696 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hudson Oak Wealth Advisory LLC (CRD 300218): Form ADV filing data as of October 2026.