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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 4, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT | NA | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT | NA | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | E | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPLE | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPAL | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | PRINCIPLE | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| KLOSTERMAN, ROBERT, JOHN | I | CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| GUYTON, JONATHAN, TODD | I | PRINCIPLE | C | Control |
| GUYTON, JONATHAN, TODD | I | PRINCIPLE | C | Control |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Oct 4, 2012 REGISTERED
Notice Filings (5)
CA FL MN TX WI
Address
IDS CENTER, 80 SOUTH EIGHTH STREETSUITE 1725
MINNEAPOLIS, MN 55402-2123
United States
Phone: 612-455-6900