WHITE OAKS WEALTH ADVISORS, INC.

Tel: 612-455-6900 5500 Wayzata Blvd Suite 290 Minneapolis, Minnesota 55416

About WHITE OAKS WEALTH ADVISORS, INC.

WHITE OAKS WEALTH ADVISORS, INC. is a Minneapolis, Minnesota based financial advisory firm with nearly $490,918,360 in assets under management and provides investment advisory services for 228 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

173522

Firm SEC#:

801-80576

Assets Under Management:

$490,918,360

No. of Clients:

228

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Other (ACCOUNTING, PROPERTY MANAGEMENT, BILL PAY)

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