Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors is an SEC-registered wealth manager in Santa Rosa Beach, FL with $347.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Heritage Oak Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323925, SEC 801-126940, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $347.4M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Santa Rosa Beach, FL
- Employees
- 11
- Clients
- 241
- CRD
- 323925
- Ownership
- Gibson, Micah
How much AUM does Heritage Oak Wealth Advisors have?
Heritage Oak Wealth Advisors reported $347.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Heritage Oak Wealth Advisors?
Disclosed owners and executives of Heritage Oak Wealth Advisors include Gibson, Micah. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.