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| White Oaks Wealth Advisors Inc
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|---|---|
| CRD # | 173522 |
| SEC # | 801-80576 |
| CIK # | |
| AUM | $449.3 MM (2023-03-02) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 612-455-6900 |
| Address | 5500 Wayzata Blvd Minneapolis, MN 55416 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 40.1 |
| (b) Individuals (high net worth individuals) | 156 | 401.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.3 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 449.3 |
| By Discretionary | ||
| Discretionary | 232 | 449.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 232 | 449.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.3 | |
| Total | 232 | 449.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Contravisory Investment Management Inc
✚
|
MA | 0.5 |
|
JP Marvel Investment Advisors Inc
✚
|
MA | 0.5 |
|
Patton Fund Management Inc
✚
|
TX | 0.4 |
|
Mission Creek Capital Partners Inc
✚
|
CA | 0.4 |
|
Sicart Associates LLC
✚
|
NY | 0.4 |
|
Cove Street Capital LLC
✚
|
CA | 0.4 |
|
BTS Asset Management Inc
✚
|
MA | 0.4 |
|
Omega Financial Group LLC
✚
|
CA | 0.4 |
|
Gyroscope Capital Management Group LLC
✚
|
FL | 0.4 |
|
Capital Markets IQ LLC
✚
|
TX | 0.3 |