WHITE OAKS WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$618,305,647
Discretionary
$618,305,647
Non-discretionary
$0
Firm details
- CRD number
- 173522
- SEC file number
- 801-80576
- Main office
- MINNEAPOLIS, MN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.WHITEOAKSWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.