White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc. (CRD# 173522) is a financial advisory firm headquartered in Minneapolis, MN. They manage $389,981,573 in 257 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Ids Center 80 South Eighth Street, Suite 1725, Minneapolis, MN 55402
http://www.whiteoakswealth.com
By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $1,517,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WI

Financial Advisors at White Oaks Wealth Advisors, Inc.
No Advisor Found.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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