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Fund Manager

Heritage Oak Wealth Advisors

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Heritage Oak Wealth Advisors

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2019

Number of Employees: 7

Ownership: Privately Held

Year End: December

Description

We are an independent, fee-based financial advisory firm based in Northwest Arkansas but serving clients domestically and internationally. We partner with our clients through extensive planning and investing as they seek to achieve their financial goals. We will work with you to align your finances to serve your life goals, resulting in peace of mind for you and your family. Financial Planning a

Contact

Website: Link to website

LinkedIn: linkedin.com/company/heritage-oak-wealth-advisors

Address

105 Garfeld St, Santa Rosa Beach, Florida, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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