WHITE OAKS WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2014

Total AUM

$618M

Discretionary

$618M

100% of AUM

Avg account

$2.8M

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 173522
Registered since: November 20, 2014
Website: www.whiteoakswealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL ADVISOR HOLDINGS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.01%
Individuals5.48%
Pension & Profit Sharing Plans0.97%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

White Oaks Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2014. The firm operates as a capital allocator for individual and family clients and provides a mix of fee arrangements, including percentage-of-AUM, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of third‑party advisers, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. White Oaks was recognized on FA Magazine’s Top RIA Firms list in 2020.