HERITAGE OAK WEALTH ADVISORS LLC of SANTA ROSA BEACH, FL is an SEC-registered investment adviser (CRD 323925). Regulatory assets under management: $347.4M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Micah Gibson | CCO AND MANAGING MEMBER | — |
| Gibson Micah | CCO AND MANAGING MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| APPTRONIK 2.3B LLC | Private Equity Fund | Delaware | 25 | $10.0M | $100K |
| HOPE 1X HOLDINGS A SERIES OF CGF2021 LLC | Private Equity Fund | Delaware | 11 | $1.3M | $100K |
| HOPE APPTRONIK SEPT 2025, A SERIES OF CGF2021 LLC | Private Equity Fund | Delaware | 15 | $925K | $10K |
| HOPE SPACEX FEB 2026, A SERIES OF CGF2021 LLC | Private Equity Fund | Delaware | 33 | $598K | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| ROGERS | AR | 3 | 479-230-3113 |
| ROGERS | AR | 3 | 479-230-3113 |