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WHITE OAKS WEALTH ADVISORS, INC.
5500 Wayzata Blvd
Suite 290
Minneapolis, Minnesota 55416
Tel: 612-455-6900
About WHITE OAKS WEALTH ADVISORS, INC.
WHITE OAKS WEALTH ADVISORS, INC, formally registered with the SEC as WHITE OAKS WEALTH ADVISORS, INC. The firm was established in 11/20/2014. They have over 2 offices throughout the country.
WHITE OAKS WEALTH ADVISORS, INC. is a Minneapolis, Minnesota based Financial Planning firm with nearly $490,918,360 assets under management, offering retirement planning & investment advisory services to 228 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173522 |
| SEC# | 801-80576 |
| Assets Managed by Firm | $490,918,360 |
| No. of Clients | 228 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (ACCOUNTING, PROPERTY MANAGEMENT, BILL PAY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 228 | $490,918,360 |
| Individuals (other than high net worth individuals) | 66 | $41,943,492 |
| High net worth individuals | 159 | $441,247,867 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,010,536 |
| Charitable organizations | Fewer than 5 clients | $2,716,465 |
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