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WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522File 801-80576
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$618.3M
Above cohort median (national)
Discretionary AUM
$618.3M
Clients
219
222 accounts
Employees
5
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 20, 2014
- Principal office
- 5500 WAYZATA BLVD, SUITE 290, MINNEAPOLIS, MN, 55416
- Phone
- 612-455-6900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $618.3M
- Discretionary AUM
- $618.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 222
- Non-discretionary accounts
- 0
- Total accounts
- 222
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 171 | $575.1M |
| Pension and profit sharing plans | Fewer than 5 | $6.0M |
| Individuals (other than high net worth individuals) | 48 | $33.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.