White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. is an SEC-registered wealth manager in Minneapolis, MN with $618.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns White Oaks Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173522, SEC 801-80576, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $618.3M (2026-04-17)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 5
- Clients
- 219
- CRD
- 173522
- Ownership
- BLOODWORTH, SHARON, ALISON; KLOSTERMAN, ROBERT, JOHN
How much AUM does White Oaks Wealth Advisors, Inc. have?
White Oaks Wealth Advisors, Inc. reported $618.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns White Oaks Wealth Advisors, Inc.?
Disclosed owners and executives of White Oaks Wealth Advisors, Inc. include BLOODWORTH, SHARON, ALISON, KLOSTERMAN, ROBERT, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.