White Oaks Wealth Advisors, Inc.
● SEC registered since 2014CRD 173522SEC# 801-80576Minneapolis, MN
Reg. AUM
$618.3M
Employees
5
Accounts
222
Location
Minneapolis, MN
White Oaks Wealth Advisors, Inc. assets under management
White Oaks Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2014. It reports $618.3 million in regulatory assets under management and employs 5 people.
White Oaks Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sharon Alison Bloodworth Control | Ceo And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does White Oaks Wealth Advisors, Inc. manage?
White Oaks Wealth Advisors, Inc. reports $618.3 million in regulatory assets under management on its Form ADV.
How many employees does White Oaks Wealth Advisors, Inc. have?
White Oaks Wealth Advisors, Inc. reports 5 employees.
Where is White Oaks Wealth Advisors, Inc. located?
White Oaks Wealth Advisors, Inc. is based in Minneapolis, MN and has been SEC-registered since 2014.
Does White Oaks Wealth Advisors, Inc. disclose fund performance?
White Oaks Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5500 Wayzata Blvd, Suite 290, Minneapolis, MN 55416 |
| Phone | 612-455-6900 |
| Fax | 612-455-6901 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$618.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$618.3Mregulatory AUM
Discretionary $618.3M