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
White Oaks Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management491MILLION
-
Total Number of Accounts228ACCOUNTS
-
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
Registered Investment Advisor
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.
1
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 (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.
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