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HERITAGE OAK WEALTH ADVISORS
Legal name: HERITAGE OAK WEALTH ADVISORS LLC
CRD 323925File 801-126940
APPROVED
Retail clients
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$347.4M
Below cohort median (national)
Discretionary AUM
$347.4M
Clients
241
693 accounts
Employees
11
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 28, 2022
- Principal office
- 105 GARFELD ST, SANTA ROSA BEACH, FL, 32459
- Phone
- (479) 230-3113
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $347.4M
- Discretionary AUM
- $347.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 693
- Non-discretionary accounts
- 0
- Total accounts
- 693
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $129K |
| High net worth individuals | 63 | $271.9M |
| Individuals (other than high net worth individuals) | 177 | $75.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ANNUAL RETAINER FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.