CRD: 173522
White Oaks Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-20-2014
- Office Locations
- 1
Office Locations
About White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors is a Minneapolis-based, fee-only fiduciary firm providing investment management, financial planning, and optional family office support (risk management, bill pay, personal financial statements). Founded in 1986 and an early fee-only adopter, it runs its own investment committee with open-architecture access and may use alternatives to target steadier income and lower stock-market correlation for qualified families.
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Owner & Executives
SHARON ALISON BLOODWORTH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2756129
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Laura Anne Bereiter
Director
- CRD
- #6713023
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $618,305,647 | $2,785,161 |
| Non-Discretionary | $0 | -- |
| Total | $618,305,647 | $2,785,161 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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