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Building 2HERITAGE OAK WEALTH ADVISORS

Map pinSANTA ROSA BEACH, FL
Phone(479) 230-3113
NotebookSEC #801-126940
Total AUM
$347.4M
Employees
11
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 GARFELD ST
SANTA ROSA BEACH
FL 32459
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
(479) 230-3113
Other Offices
1

ReceiptFinancials

Total AUM
$347.4M
Accounts
693
Discretionary
$347.4M
Accounts
693
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$75.4M
HNW Individual Clients
63
AUM
$271.9M
Corporation or Business Clients
1
AUM
$129.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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