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| Keyboard |
| White Oaks Wealth Advisors Inc
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|---|---|
| CRD # | 173522 |
| SEC # | 801-80576 |
| CIK # | |
| AUM | 618.3 M (2026-04-17) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 612-455-6900 |
| Address | 5500 Wayzata Blvd Minneapolis, MN 55416 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 33.9 |
| (b) Individuals (high net worth individuals) | 171 | 575.1 |
| (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 | 6.0 |
| (h) Charitable organizations | 0 | 3.3 |
| (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 | 222 | 618.3 |
| By Discretionary | ||
| Discretionary | 222 | 618.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 618.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.3 | |
| Total | 222 | 618.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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|---|---|---|
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|
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|
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|
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|
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|
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|
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|
Birinyi Associates Inc
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|
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|
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✚
|
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|
Sturgeon Ventures LLP
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|
402.3 M |