Heritage Oak Wealth Advisors, FL — Investment Adviser | BuildTrust

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HERITAGE OAK WEALTH ADVISORS

Investment AdviceSANTA ROSA BEACH, FL

Assets Under Management

$289.9M

Total AUM

Donut chart: Discretionary 289.9M
Category	Value
Discretionary	289.9M

Adviser Information

Field	Value
CRD Number	323925
SEC Number	801-126940
Street Address	105 GARFELD ST
Location	SANTA ROSA BEACH, FL 32459
Country	United States
Phone	(479) 230-3113
Total Employees	5

Client Count by Type (238 Total)

Horizontal bar chart: Individuals (other than H… 169, High Net Worth Individual… 67, Corporations/Businesses 2
Category	Value
Individuals (other than H…	169
High Net Worth Individual…	67
Corporations/Businesses	2