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Heritage Oak Wealth Advisors

pe fund manager; equity; $13M private fund assets

Santa Rosa Beach, FL

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Search this name across graphsid dfx:isi:6087cc30-a3db-4a07-bb26-c1dc8561a35e

Data as of Sep 13, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 2
Observed: n/a to Sep 13, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Heritage Oak Wealth Advisors

Private equity manager · shared crd

RIA / Wealth Managementidentity

HERITAGE OAK WEALTH ADVISORS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser class: pe_manager_small
PE fund count (ADV): 4
Private fund gross assets: $12.8MForm ADV; never fund size

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:6087cc30-a3db-4a07-bb26-c1dc8561a35e
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.