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CCO and Managing Member · Heritage Oak Wealth Advisors

Micah Gibson

CRD 4705380 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Oak Wealth Advisors, an SEC-registered wealth manager based in Santa Rosa Beach, FL with $347 million in regulatory assets, lists Micah Gibson on its Form ADV as CCO and Managing Member, a control person.

Firms and roles

AtlasMembers

Micah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Micah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.