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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| APPTRONIK 2.3B LLC | Private Equity Fund | $10M | 25 | SPICER JEFFRIES LLP |
| APPTRONIK 2.3B LLC | Private Equity Fund | $10M | 25 | SPICER JEFFRIES LLP |
| APPTRONIK 2.3B LLC | Private Equity Fund | $10M | 25 | SPICER JEFFRIES LLP |