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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