← Back to searchVisit website
WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522 · SEC 801-80576
5500 WAYZATA BLVD, SUITE 290, MINNEAPOLIS, MN, 55416, United States
Phone
612-455-6900
Fax
612-455-6901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$618.3M
Discretionary AUM
$618.3M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsACCOUNTING, PROPERTY MANAGEMENT, BILL PAY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $33.9M |
| High net worth individuals | 171 | $575.1M |
States served
AZ, CA, MN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD