CRD: 323925
Heritage OAK Wealth Advisors
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2022
- Office Locations
- 2
Office Locations
About Heritage OAK Wealth Advisors
Heritage Oak Wealth Advisors is an independent, fee-based RIA based in Northwest Arkansas serving U.S. and international clients. The firm provides comprehensive, multigenerational financial planning and wealth management, including tax and estate planning plus trust and lending solutions. Portfolios use a diversified mix of stocks, bonds, mutual funds, ETFs, and hedge funds under a fiduciary standard, with Schwab Alliance account access and an eMoney wealth portal.
Reported data analysis
What the numbers show
Between October 16, 2025 and February 25, 2026, reported AUM increased 19.8%, from $289.9M to $347.4M.
Across 4 reported observations, AUM increased 104.3% between May 31, 2023 and February 25, 2026, from $170.1M to $347.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 241 clients, or 48.2 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Micah Gibson
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4705380
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Scott Glenn Bennington
Wealth Advisor
- CRD
- #7402008
Colin Robert Leighton
Wealth Advisor
- CRD
- #7237770
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,388,042 | $501,281 |
| Non-Discretionary | $0 | -- |
| Total | $347,388,042 | $501,281 |
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Separately Managed Accounts
SMA allocation detail is available
Heritage OAK Wealth Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Heritage OAK Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.