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HERITAGE OAK WEALTH ADVISORS
HERITAGE OAK WEALTH ADVISORS LLC
CRD 323925 · SEC 801-126940
105 GARFELD ST, SANTA ROSA BEACH, FL, 32459, United States
Phone
(479) 230-3113
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$347.4M
Discretionary AUM
$347.4M
Team
11 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; ANNUAL RETAINER FEE
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $75.4M |
| High net worth individuals | 63 | $271.9M |
| Corporations/business entities | 1 | $129K |
States served
AR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD