SANTA ROSA BEACH, FLCRD 323925Latest ADV February 25, 2026
Heritage Oak Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Rosa Beach, FL. Its latest Form ADV filing, dated February 25, 2026, reports $347M in regulatory assets under management, 11 employees, 1 office, and 693 accounts.
Assets Under Management
$347M
Employees
11
Offices
1 office
Total Clients
241
Primary office
SANTA ROSA BEACH, FL
105 GARFELD ST, SANTA ROSA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
177
2
HNWI
26.1%
63
3
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of February 25, 2026
Discretionary100.0%
$347M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$347M
Total Accounts693
10Y AUM Change+$347M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee22:1
10Y Employee Change+6 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.