WHITE OAKS WEALTH ADVISORS, INC.
Latest filing: Mar 12, 2025 (126 days ago)
AUM
$530,043,159
8% change vs. 1 year ago
5% change vs. 3 years ago
17% change vs. 5 years ago
20% change vs. 10 years ago
Employee Count
6
20% change vs. 1 year ago
0% change vs. 3 years ago
20% change vs. 5 years ago
-14% change vs. 10 years ago
Main Office
MINNEAPOLIS, MN
5500 WAYZATA BLVD, MINNEAPOLIS, MN, UNITED STATES, 55416
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 57 | $0.0 |
| Average Individual AUM | $645,103 | |
| HNW | 168 | $0.5 |
| Average HNW AUM | $2,885,038 | |
| Retail Total | 225 | $0.5 |
| Average Retail AUM | $2,317,588 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.0 |
| NATIONAL ADVISORS TRUST COMPANY FSB | KANSAS CITY-MO-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 2% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 16% | $0.1 |
| Other Pools | 81% | $0.4 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WHITE OAKS INVESTMENT MANAGEMENT, INC | $0.4 | 170016 | |
| NATIONAL ADVISORS TRUST COMPANY | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LAURA BEREITER | MINNEAPOLIS | MN | CERTIFIED FINANCIAL PLANNER | ||||||
| SHARON BLOODWORTH | MINNEAPOLIS | MN | S63|1996-07-15|S65|1996-10-11 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.0 | 8% | 5 | 1 | 20% |
| 2023-04-04 | $0.4 | $0.1 | 18% | 6 | 0 | 0% |
| 2022-04-01 | $0.5 | $0.0 | 5% | 6 | 0 | 0% |
| 2021-04-05 | $0.5 | $0.1 | 15% | 6 | 0 | 0% |
| 2020-04-01 | $0.5 | $0.1 | 17% | 5 | 1 | 20% |
| 2019-04-01 | $0.4 | $0.1 | 34% | 7 | -1 | -14% |
| 2018-04-02 | $0.4 | $0.1 | 26% | 6 | 0 | 0% |
| 2017-04-01 | $0.4 | $0.1 | 28% | 6 | 0 | 0% |
| 2016-04-01 | $0.4 | $0.1 | 36% | 7 | -1 | -14% |
| 2015-04-01 | $0.4 | $0.1 | 20% | 7 | -1 | -14% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MN, AZ-05/03/2018, CA-02/13/2024, FL-11/20/2014, MN-11/20/2014, TX-11/20/2014, WA-10/26/2023, WI-03/12/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV