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WHITE OAKS WEALTH ADVISORS, INC.

MINNEAPOLIS, MN · CRD 173522 · IAPD ↗ · whiteoakswealth.com · 612-455-6900

$618.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — WHITE OAKS WEALTH ADVISORS, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WHITE OAKS WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($490.9M -> $530.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — WHITE OAKS WEALTH ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.