Heritage Oak Wealth Advisors
Asset Manager SEC-registered adviser
Legal name: Heritage Oak Wealth Advisors LLC
AUM
$347.4M
Regulatory AUM
Private funds
4
Private Equity 4
Private fund assets
$12.8M
Gross asset value
Employees
11
Last Form D raise
—
From SEC Form ADV filing (filed Feb 25, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
M
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Apptronik 2.3b LLC | Private Equity | $10.0M | — | — | — | |
| Hope 1x Holdings A Series of Cgf2021 LLC | Private Equity | $1.3M | — | — | — | |
| Hope Apptronik Sept 2025, A Series of Cgf2021 LLC | Private Equity | $925K | — | — | — | |
| Hope Spacex Feb 2026, A Series of Cgf2021 LLC | Private Equity | $598K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 323925
- SEC file number
- 801-126940
Sources
- SEC Form ADV Oct 14, 2026