SEC Form ADV

WHITE OAKS WEALTH ADVISORS, INC.

Registered Investment AdviserMN
$618.3M
Assets Under Management
222
Total Clients
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Registration Details

Accession
CRD-173522
Location
MINNEAPOLIS, MN
Filing Date
April 17, 2026
AUM
$618.3M
Total Clients
222
Amendment
No

About this Adviser

WHITE OAKS WEALTH ADVISORS, INC. is a registered investment adviser headquartered in MINNEAPOLIS, MN, managing approximately $618.3M in assets across 222 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.