Investment adviser · CRD 173522
WHITE OAKS WEALTH ADVISORS, INC.
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $618M Form ADV · Item 5.F
- Client accounts
- 222 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 171 | $575,109,354 | 93.0% |
| Individuals | 48 | $33,853,754 | 5.5% |
| Retirement plans | Fewer than 5 | $6,006,407 | 1.0% |
| Charities | Fewer than 5 | $3,336,132 | 0.5% |
Filing source
Form ADV 2095924 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5500 WAYZATA BLVD, SUITE 290MINNEAPOLIS, MN, 55416, United States
CRD 173522
Filing source
Form ADV 2095924 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.