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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
| Gibson, Micah | I | CCO AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (3)
AR FL TX
Address
105 GARFELD STSANTA ROSA BEACH, FL 32459
United States
Phone: (479) 230-3113