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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| White Oaks Wealth Advisors Inc
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|---|---|
| CRD # | 173522 |
| SEC # | 801-80576 |
| CIK # | |
| AUM | $530.0 M (2025-03-12) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 612-455-6900 |
| Address | 5500 Wayzata Blvd Minneapolis, MN 55416 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 36.8 |
| (b) Individuals (high net worth individuals) | 168 | 484.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 530.0 |
| By Discretionary | ||
| Discretionary | 228 | 530.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 228 | 530.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.0 | |
| Total | 228 | 530.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patton Fund Management Inc
✚
|
TX | 0.7 |
|
United Capital Management of Kansas Inc
✚
|
KS | 0.7 |
|
Mission Creek Capital Partners Inc
✚
|
CA | 0.6 |
|
Contravisory Investment Management Inc
✚
|
MA | 0.6 |
|
BFI Infinity Ltd
✚
|
0.6 | |
|
Omega Financial Group LLC
✚
|
CA | 0.5 |
|
Rothschild Capital Partners LLC
✚
|
NY | 0.5 |
|
Capital Markets IQ LLC
✚
|
0.5 | |
|
SL Advisors LLC
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|
0.4 | |
|
Birinyi Associates Inc
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|
CT | 0.4 |