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Building 2WHITE OAKS WEALTH ADVISORS, INC.

Map pinMINNEAPOLIS, MN
Phone612-455-6900
NotebookSEC #801-80576
Total AUM
$618.3M
Employees
5
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 WAYZATA BLVD
SUITE 290
MINNEAPOLIS
MN 55416
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
612-455-6900
Other Offices
1

ReceiptFinancials

Total AUM
$618.3M
Accounts
222
Discretionary
$618.3M
Accounts
222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$33.9M
HNW Individual Clients
171
AUM
$575.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6M
Charitable Organization Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
ACCOUNTING, PROPERTY MANAGEMENT, BILL PAY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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