HUDSON OAK WEALTH ADVISORY LLC
CRD #300218 SEC #801-132434 HOBOKEN, NJ (646) 820-4858
SEC Registered
Total AUM
$110.3M
Discretionary
$110.3M
Employees
1
Clients
51
Accounts
231
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEAHEN, BRIAN, FRANCIS | I | OWNER, WEALTH ADVISOR, AND CCO | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (3)
NJ NY TX
Address
221 RIVER STREET, 9TH FLOORHOBOKEN, NJ 07030
United States
Phone: (646) 820-4858