WHITE OAKS WEALTH ADVISORS, INC.

MINNEAPOLIS, Minnesota·1 registered advisor·CRD# 173522
SEC# 801-805761612-455-6900
01

Firm Overview

AUM
$491M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WHITE OAKS WEALTH ADVISORS, INC.

1 registered advisor
Sharon Alison Bloodworth
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. WHITE OAKS WEALTH ADVISORS, INC. (CRD# 173522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.