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| Hudson Oak Wealth Advisory LLC
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|---|---|
| CRD # | 300218 |
| SEC # | 801-132434 |
| CIK # | 0002088700 |
| AUM | 133.9 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-820-4858 |
| Address | 221 River Street Hoboken, NJ 07030 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Datadog Inc | 6.0 | ||
| World Currency Gold Trust | 3.1 | ||
| Trebia Acquisition Corp | 2.3 | ||
| iShares Comex Gold Trust | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 17.2 |
| (b) Individuals (high net worth individuals) | 29 | 116.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 133.9 |
| By Discretionary | ||
| Discretionary | 239 | 133.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 133.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 132.2 | |
| Total | 239 | 133.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002088700] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Epic Advisory Services Corp
✚
|
FL | 134.3 M |
|
Wave Wealth Management LLC
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|
TX | 134.2 M |
|
S & D Financial LLC
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|
TX | 134.2 M |
|
Murray Financial Services Inc
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|
CA | 134.0 M |
|
GW Financial Inc
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|
NV | 133.8 M |
|
Panorama Wealth Advisors
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|
CO | 133.7 M |
|
Anderson Griggs & Company Inc
✚
|
SC | 133.6 M |
|
LaSalle Investment Advisors Inc
✚
|
WI | 133.6 M |
|
Garhwal Chan & Williams Inc
✚
|
CA | 133.6 M |
|
Loyd Financial Management Inc
✚
|
CO | 133.5 M |