White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc. (CRD# 173522) is a financial advisory firm headquartered in Minneapolis, MN. They manage $490,918,360 in 228 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5500 Wayzata Blvd, Suite 290, Minneapolis, MN 55416
http://www.whiteoakswealth.com
By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $2,153,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, TX, WA

Financial Advisors at White Oaks Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Laura Bereiter, financial advisor Minneapolis MN
Laura A. Bereiter
CRD#: 6713023
5500 Wayzata Blvd, Suite 290, Minneapolis, MN 55416

Laura Bereiter (CRD# 6713023) is an Investment Advisor Representative working at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

2
Sharon Bloodworth, financial advisor Minneapolis MN
Sharon A. Bloodworth
CRD#: 2756129
5500 Wayzata Blvd, Suite 290, Minneapolis, MN 55416

Sharon Bloodworth (CRD# 2756129) is an Investment Advisor Representative working at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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