$133.9M Total AUM
$133.9M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon beaconFrontier focus +more
- Established Date
- 02-07-2019
- Office Locations
- 1
Office Locations
221 River Street, 9TH Floor Hoboken NJ
About Hudson OAK Wealth Advisory LLC
Hudson Oak Wealth Advisory is an independent, fee-only fiduciary RIA serving individuals, families, and business owners across the NJ/NY Hudson corridor. The firm delivers wealth management and financial planning (tax, estate, retirement, and business succession) and builds portfolios primarily with public funds and ETFs, emphasizing asset allocation and active management; custody includes Charles Schwab.
Team overview
38 AVG AGE
$133.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Unlock to see real insight on timber pathway.
Request access to benchmark trends tied to summit focus.
Unlock to see real insight on glacier fusion quantum.
Request access to benchmark trends tied to oak bridge.
Premium access reveals conviction themes in timber value.
Open the full profile to inspect shifts in alpha signal.
Full visibility includes strategy notes for meridian fusion unison.
Unlock to see real insight on radial timber beacon.
Asset Classes
Peak matrix Quantum vector Radial vector Harbor Bridge
Client Personas
Optima foundation Insight ember
Custodian
Eagle Peak Signal Pathway beacon Value Oak wave Ember
Investment Themes
Horizon Delta capital Optima horizon Frontier Frontier summit
Investment Vehicles
Vector Delta signal
Platform
Matrix
Services
Legacy fusion Zenith Timber Harbor capital Matrix Delta Pathway summit Horizon Horizon Ridge Radial Pioneer
Technology
Horizon vector Crest Ember pioneer Crest
Owner & Executives
B
BRIAN FRANCIS SHEAHEN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6760327
- Ownership
- 75% or more
(620) 937-7015
oak.oak@pioneercapital.com
in linkedin.com/in/alpha-north
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,890,696 | $560,212 |
| Non-Discretionary | $0 | -- |
| Total | $133,890,696 | $560,212 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $133,890,696
Public Funds:
28.2% Equity - Exchange:
19.5% Cash:
28.5% Municipal Bonds:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $763,028,155 | 28.2% |
| Equity - Exchange | $527,625,852 | 19.5% |
| Cash | $771,145,475 | 28.5% |
| Municipal Bonds | $643,974,116 | 23.8% |
| Total | $2,705,773,598 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MERIDIAN | FOCUS ATLAS | DICG1XKOF | SER | 7.85% | $106,166,300 |
| VECTOR BRIDGE | MATRIX CAPITAL | TATCCBSNR | CIZ | 7.96% | $94,657,371 |
| ATLAS ELEMENT SUMMIT | VITAL VITAL | 6VDCXHG4X | HMC | 2.95% | $56,761,495 |
| VALUE LEGACY MOMENTUM | VITAL PATHWAY | YKJ8VSOFI | TZTS | 3.02% | $85,430,325 |
| VALUE ELEMENT VECTOR | MOMENTUM PRIME | 8JSDE0N7O | MDV | 2.07% | $116,848,327 |
| VITAL OPTIMA INSIGHT | FRONTIER ALPHA | 5CIVM5Q56 | NTA | 1.77% | $34,853,806 |
| MERIDIAN HORIZON WAVE | LEGACY CAPITAL | 31PLJIQYL | PAWS | 10.44% | $93,444,128 |
| MATRIX UNISON | ZENITH CATALYST | H9B96XGUH | XFIXN | 11.80% | $91,109,380 |