HERITAGE OAK WEALTH ADVISORS LLC
Legal name: HERITAGE OAK WEALTH ADVISORS
CRD #323925 SEC #801-126940 SANTA ROSA BEACH, FL (479) 230-3113
SEC Registered Private Funds
Total AUM
$289.9M
Discretionary
$289.9M
Employees
5
Clients
1
Accounts
604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $289.9M | $289.9M | $0 | 5 | 0 |
| Aug 2025 | $289.9M | $289.9M | $0 | 5 | 0 |
| Apr 2025 | $289.9M | $289.9M | $0 | 5 | 0 |
| Feb 2025 | $289.9M | $289.9M | $0 | 5 | 0 |
| Nov 2024 | $177.8M | $177.8M | $0 | 5 | 0 |
| Mar 2024 | $177.8M | $177.8M | $0 | 5 | 0 |
| May 2023 | $170.1M | $170.1M | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Feb 2023 | $0 | $0 | $0 | 5 | 0 |
| Jan 2023 | $0 | $0 | $0 | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$289.9M
Discretionary$289.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0