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White Oaks Wealth Advisors, Inc.

● SEC registered since 2014CRD 173522SEC# 801-80576Minneapolis, MN
Export (members)
Reg. AUM
$530M
Employees
6
Accounts
228
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 $530 million in regulatory assets under management and employs 6 people.
www.whiteoakswealth.comView on SEC.gov ↗

White Oaks Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Sharon Alison Bloodworth ControlCeo And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does White Oaks Wealth Advisors, Inc. manage?

White Oaks Wealth Advisors, Inc. reports $530 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 6 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

Address5500 Wayzata Blvd, Suite 290, Minneapolis, MN 55416
Phone612-455-6900
Fax612-455-6901
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$530M
Non-discretionary$0
Total (RAUM)$530M