CRD: 323925
Heritage OAK Wealth Advisors
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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