# HERITAGE OAK WEALTH ADVISORS LLC

HERITAGE OAK WEALTH ADVISORS LLC of SANTA ROSA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323925
- Type: SEC-registered investment adviser
- SEC file number: 801-126940
- Location: 105 GARFELD ST, SANTA ROSA BEACH, FL, 32459
- Phone: (479) 230-3113
- Latest filing: 2026-02-25
- Regulatory AUM: $347.4M
- Discretionary AUM: $347.4M
- Clients: 11
- Accounts: 693

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Micah Gibson | CCO AND MANAGING MEMBER | — |
| Gibson Micah | CCO AND MANAGING MEMBER | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | 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 |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ROGERS | AR | 3 | 479-230-3113 |
| ROGERS | AR | 3 | 479-230-3113 |


## Fund service providers (2)

- administrator: SYDECAR, INC — 3 funds
- administrator: NAV FUND ADMINISTRATION GROUP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323925/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323925/similar
- Related entities: https://search.stillhousedata.com/firm/323925/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323925

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.