WHITE OAKS WEALTH ADVISORS INC
CRD #106555 SEC #801-51809 MINNEAPOLIS, MN 612-455-6900
SEC Registered Private Funds
Total AUM
$253.8M
Discretionary
$253.2M
Employees
6
Clients
101
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2014 | $429.9M | $340.8M | $89.1M | 10 | 300 |
| Sep 2014 | $429.9M | $340.8M | $89.1M | 10 | 300 |
| Apr 2014 | $429.9M | $340.8M | $89.1M | 10 | 300 |
| Mar 2014 | $429.9M | $340.8M | $89.1M | 10 | 300 |
| Sep 2013 | $297.7M | $297M | $624K | 10 | 300 |
| Mar 2013 | $297.7M | $297M | $624K | 10 | 300 |
| Oct 2012 | $253.8M | $253.2M | $567.5K | 6 | 300 |
| Apr 2012 | $253.8M | $253.2M | $567.5K | 6 | 300 |
| Mar 2011 | $265M | $264M | $982.3K | 10 | -- |
| Mar 2011 | $223.1M | $222.3M | $848.4K | 10 | -- |
| Mar 2009 | $176.1M | $175.4M | $665.5K | 5 | -- |
| Feb 2008 | $270.2M | $269M | $1.2M | 5 | -- |
| Sep 2007 | $225.6M | $222.5M | $3.1M | 5 | -- |
| Feb 2007 | $225.6M | $222.5M | $3.1M | 5 | -- |
| Dec 2006 | $196M | $193.7M | $2.3M | 5 | -- |
| Mar 2006 | $196M | $193.7M | $2.3M | 5 | -- |
| Mar 2004 | $135.3M | $124.5M | $10.8M | 5 | -- |
| Mar 2002 | $165.8M | $130.4M | $35.3M | 10 | -- |
| Jun 2001 | $168.2M | $121.6M | $46.6M | 10 | -- |
DateSep 2014
Total AUM$429.9M
Discretionary$340.8M
Non-Disc.$89.1M
Employees10
Clients300
DateSep 2014
Total AUM$429.9M
Discretionary$340.8M
Non-Disc.$89.1M
Employees10
Clients300
DateApr 2014
Total AUM$429.9M
Discretionary$340.8M
Non-Disc.$89.1M
Employees10
Clients300
DateMar 2014
Total AUM$429.9M
Discretionary$340.8M
Non-Disc.$89.1M
Employees10
Clients300
DateSep 2013
Total AUM$297.7M
Discretionary$297M
Non-Disc.$624K
Employees10
Clients300
DateMar 2013
Total AUM$297.7M
Discretionary$297M
Non-Disc.$624K
Employees10
Clients300
DateOct 2012
Total AUM$253.8M
Discretionary$253.2M
Non-Disc.$567.5K
Employees6
Clients300
DateApr 2012
Total AUM$253.8M
Discretionary$253.2M
Non-Disc.$567.5K
Employees6
Clients300
DateMar 2011
Total AUM$265M
Discretionary$264M
Non-Disc.$982.3K
Employees10
Clients--
DateMar 2011
Total AUM$223.1M
Discretionary$222.3M
Non-Disc.$848.4K
Employees10
Clients--
DateMar 2009
Total AUM$176.1M
Discretionary$175.4M
Non-Disc.$665.5K
Employees5
Clients--
DateFeb 2008
Total AUM$270.2M
Discretionary$269M
Non-Disc.$1.2M
Employees5
Clients--
DateSep 2007
Total AUM$225.6M
Discretionary$222.5M
Non-Disc.$3.1M
Employees5
Clients--
DateFeb 2007
Total AUM$225.6M
Discretionary$222.5M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2006
Total AUM$196M
Discretionary$193.7M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2006
Total AUM$196M
Discretionary$193.7M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2004
Total AUM$135.3M
Discretionary$124.5M
Non-Disc.$10.8M
Employees5
Clients--
DateMar 2002
Total AUM$165.8M
Discretionary$130.4M
Non-Disc.$35.3M
Employees10
Clients--
DateJun 2001
Total AUM$168.2M
Discretionary$121.6M
Non-Disc.$46.6M
Employees10
Clients--