Heritage Oak Wealth Advisors LLC
● SEC registered since 2022CRD 323925SEC# 801-126940Santa Rosa Beach, FL
Ranks #4,382 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$347.4M
Fund GAV
$12.8M
Private funds
4
Employees
11
Accounts
693
Location
Santa Rosa Beach, FL
Heritage Oak Wealth Advisors LLC assets under management
Heritage Oak Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Santa Rosa Beach, FL. The firm has been registered since 2022. It reports $347.4 million in regulatory assets under management and employs 11 people. Heritage Oak Wealth Advisors LLC manages 4 private funds with combined gross assets of $12.8 million, including Apptronik 2.3b LLC. By regulatory assets, it ranks 4,382 of 6,004 private fund managers.
Heritage Oak Wealth Advisors LLC private funds
4 funds · $12.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apptronik 2.3b LLC | Private Equity | $10M | $100K |
| Hope 1x Holdings a Series of Cgf2021 LLC | Private Equity | $1.3M | $100K |
| Hope Apptronik Sept 2025, a Series of Cgf2021 LLC | Private Equity | $925K | $10K |
See all 4 funds — unlock the full record.
Join to unlock · $37/moHeritage Oak Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Micah Gibson Control | Cco And Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Heritage Oak Wealth Advisors LLC manage?
Heritage Oak Wealth Advisors LLC reports $347.4 million in regulatory assets under management on its Form ADV.
How many private funds does Heritage Oak Wealth Advisors LLC manage?
Heritage Oak Wealth Advisors LLC manages 4 private funds with combined gross assets of $12.8 million.
How many employees does Heritage Oak Wealth Advisors LLC have?
Heritage Oak Wealth Advisors LLC reports 11 employees.
Where is Heritage Oak Wealth Advisors LLC located?
Heritage Oak Wealth Advisors LLC is based in Santa Rosa Beach, FL and has been SEC-registered since 2022.
Does Heritage Oak Wealth Advisors LLC disclose fund performance?
Heritage Oak Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 Garfeld St, Santa Rosa Beach, FL 32459 |
| Phone | (479) 230-3113 |
| Office hours | Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$347.4M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$347.4Mregulatory AUM
Discretionary $347.4M
Service providers
Auditor
Administrator