Hudson Oak Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Hudson Oak Wealth Advisory reports 56 clients. They include 29 high-net-worth individuals and 27 individual clients. Of its assets, 100.0% ($134M across 239 accounts) are managed with discretion. Of its clients, 2% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 13% |
| High-net-worth individuals | 52% | 87% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $17.2M | 12.8% | $636K |
| High-net-worth individuals | 29 | $117M | 87.2% | $4.02M |
| Total | 56 | $134M | 100% | $2.39M |
- Clients
- 27
- Regulatory AUM
- $17.2M
- AUM share
- 12.8%
- Avg. per client
- $636K
- Clients
- 29
- Regulatory AUM
- $117M
- AUM share
- 87.2%
- Avg. per client
- $4.02M
Total
- Clients
- 56
- Regulatory AUM
- $134M
- AUM share
- 100%
- Avg. per client
- $2.39M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Hudson Oak Wealth Advisory charges 0.40%–1.00% a year for its Investment Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.80% |
| $1M–$3M | 0.70% |
| $3M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning
- Monthly planning fee set at the start of the relationship that varies by client and is billed monthly in advance. A consultation fee of $200 to $400 may apply.
Brian Sheahen owns 75% or more of Hudson Oak Wealth Advisory. The leadership team of Hudson Oak Wealth Advisory includes Chief Compliance Officer Brian Sheahen. It has 1 employee.
Leadership
- Brian SheahenManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Hudson Oak Wealth Advisory LLC
Brian Sheahen
Control person · since December 2018
Hudson Oak Wealth Advisory’s regulatory assets grew from $110M (March 2025) to $134M (March 2026); clients were 56 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $134M | 56 | 1 | 1 |
| March 2025 | $110M | 57 | 1 | 1 |
Besides its headquarters, Hudson Oak Wealth Advisory has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 221 River Street, 9th Floor, HobokenHQ
Contact and registration details
- Legal name
- Hudson Oak Wealth Advisory LLC
- Headquarters
- 221 River Street, 9th Floor, Hoboken, NJ 07030
- Website
- hudsonoakwealth.com
- Phone
- 646-820-4858
- @hudson-oak-wealth-advisory
- SEC file
- 801-132434
- Structure
- New Jersey LLC
- Fiscal year end
- December
Hudson Oak Wealth Advisory uses Charles Schwab ($134M) as custodian for its separately managed accounts. Hudson Oak Wealth Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $134M100%
At year end, Hudson Oak Wealth Advisory’s separately managed accounts were mostly in funds (81%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $130M across 52 positions; the largest are Vanguard Index Fds (9.6%), iShares TR (9.0%) and Datadog Inc. (8.1%).
What the accounts hold
- Stocks17%
- Funds81%
- Bonds1%
- Cash1%
Reported 13F holdings
- $130M
- Reported 13F value
- 52
- Positions
- 53.3%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs9.6%
- iShares TR · Core MSCI Eafe9.0%
- Datadog Inc. · CL A8.1%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt5.5%
- iShares TR · MSCI USA Qlt Fct3.9%
- iShares TR · Core S&P Mcp ETF3.6%
- Vanguard Index Fds · Value ETF3.5%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.5%
- iShares TR · Core US Aggbd ET3.4%
- American Centy ETF TR · US Large Cap Vlu3.2%
Together, the ten largest are 53.3% of reported value.
How many clients does Hudson Oak Wealth Advisory have?
Hudson Oak Wealth Advisory has 56 clients and manages $134 million for them, as of March 2026. They include 29 high-net-worth individuals and 27 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Hudson Oak Wealth Advisory offer?
Hudson Oak Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hudson Oak Wealth Advisory charge?
Hudson Oak Wealth Advisory charges 0.40%–1.00% a year for its Investment Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Hudson Oak Wealth Advisory use?
Hudson Oak Wealth Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $134M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Hudson Oak Wealth Advisory have?
Hudson Oak Wealth Advisory has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hudson Oak Wealth Advisory invest in?
At the end of its last fiscal year, Hudson Oak Wealth Advisory’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hudson Oak Wealth Advisory?
Hudson Oak Wealth Advisory’s direct owner is Brian Sheahen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Hudson Oak Wealth Advisory get paid?
Hudson Oak Wealth Advisory is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hudson Oak Wealth Advisory?
Hudson Oak Wealth Advisory’s main office is at 221 River Street, 9th Floor, Hoboken, NJ 07030. Its phone number is 646-820-4858. Its website is hudsonoakwealth.com.