Ranks #4,310 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$289.9M
Fund GAV
$10M
Private funds
1
Employees
5
Accounts
604
Location
Santa Rosa Beach, FL
Heritage Oak Wealth Advisors LLC assets under management
Heritage Oak Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Santa Rosa Beach, FL. The firm has been registered since 2022. It reports $289.9 million in regulatory assets under management and employs 5 people. Heritage Oak Wealth Advisors LLC manages 1 private fund with combined gross assets of $10 million, including Apptronik 2.3b LLC. By regulatory assets, it ranks 4,310 of 5,911 private fund managers.
How much does Heritage Oak Wealth Advisors LLC manage?
Heritage Oak Wealth Advisors LLC reports $289.9 million in regulatory assets under management on its Form ADV.
How many private funds does Heritage Oak Wealth Advisors LLC manage?
Heritage Oak Wealth Advisors LLC manages 1 private funds with combined gross assets of $10 million.
How many employees does Heritage Oak Wealth Advisors LLC have?
Heritage Oak Wealth Advisors LLC reports 5 employees.
Where is Heritage Oak Wealth Advisors LLC located?
Heritage Oak Wealth Advisors LLC is based in Santa Rosa Beach, FL and has been SEC-registered since 2022.
Does Heritage Oak Wealth Advisors LLC disclose fund performance?
Heritage Oak Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.