Micah Gibson
Investment adviser representative at Heritage Oak Wealth Advisors
11 yearsExperience
3 statesRegistered in
$347.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Heritage Oak Wealth AdvisorsApr 2019 to now
- Sowell Management ServicesApr 2019 to May 2023
- Arvest Asset ManagementSep 2012 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (AR, FL, TX).
Heritage Oak Wealth Advisors
Legal name: Heritage Oak Wealth Advisors LLC
$347.4MAssets managed
241Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4705380
- Firm CRD
- 323925