White Oaks Wealth Advisors Inc

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Assets, Funds, Holdings

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White Oaks Wealth Advisors Inc
CRD #173522
SEC #801-80576
CIK #
AUM $449.3 MM (2023-03-02)
Employees 6 (50% Investors, 0% Brokers)
Phone612-455-6900
Address5500 Wayzata Blvd
Minneapolis, MN 55416
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012001999200720152024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 73 40.1
(b) Individuals (high net worth individuals) 156 401.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 5.3
(h) Charitable organizations 0 2.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 232 449.3
By Discretionary
Discretionary 232 449.3
Non-Discretionary 0 0.0
Total 232 449.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 449.3
Total 232 449.3
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Contravisory Investment Management Inc
MA 0.5
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MA 0.5
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TX 0.4
Mission Creek Capital Partners Inc
CA 0.4
Sicart Associates LLC
NY 0.4
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BTS Asset Management Inc
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Omega Financial Group LLC
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Gyroscope Capital Management Group LLC
FL 0.4
Capital Markets IQ LLC
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