WHITE OAKS WEALTH ADVISORS, INC.
CRD #173522 SEC #801-80576 MINNEAPOLIS, MN 612-455-6900
SEC Registered
Total AUM
$530M
Discretionary
$530M
Employees
6
Clients
101
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $530M | $530M | $0 | 6 | 0 |
| Apr 2024 | $490.9M | $490.9M | $0 | 5 | 0 |
| Feb 2024 | $490.9M | $490.9M | $0 | 5 | 0 |
| Oct 2023 | $449.3M | $449.3M | $0 | 6 | 0 |
| Mar 2023 | $449.3M | $449.3M | $0 | 6 | 0 |
| Mar 2023 | $449.3M | $449.3M | $0 | 6 | 0 |
| Aug 2022 | $503.6M | $503.6M | $0 | 6 | 0 |
| Mar 2022 | $503.6M | $503.6M | $0 | 6 | 0 |
| Jan 2022 | $460.3M | $460.3M | $0 | 6 | 0 |
| Jan 2022 | $460.3M | $460.3M | $0 | 6 | 0 |
| Dec 2021 | $460.3M | $460.3M | $0 | 6 | 0 |
| Mar 2021 | $460.3M | $460.3M | $0 | 6 | 0 |
| Dec 2020 | $452.6M | $452.6M | $0 | 5 | 0 |
| Oct 2020 | $452.6M | $452.6M | $0 | 5 | 0 |
| May 2020 | $452.6M | $452.6M | $0 | 5 | 0 |
| Mar 2020 | $452.6M | $452.6M | $0 | 5 | 0 |
| Mar 2020 | $452.6M | $452.6M | $0 | 5 | 0 |
| Jan 2020 | $393.4M | $390.8M | $2.6M | 7 | 0 |
| Jul 2019 | $393.4M | $390.8M | $2.6M | 7 | 0 |
| Mar 2019 | $396.4M | $393.8M | $2.6M | 7 | 0 |
| May 2018 | $421.6M | $418.6M | $3M | 6 | 0 |
| Mar 2018 | $421.6M | $418.6M | $3M | 6 | 0 |
| Oct 2017 | $414.1M | $363M | $51.1M | 6 | 0 |
| Oct 2017 | $414.1M | $363M | $51.1M | 6 | 0 |
| Mar 2017 | $414.1M | $363M | $51.1M | 6 | 300 |
| Sep 2016 | $390M | $348.5M | $41.5M | 7 | 300 |
| Mar 2016 | $390M | $348.5M | $41.5M | 7 | 300 |
| Mar 2015 | $443.5M | $346.4M | $97.1M | 7 | 300 |
| Nov 2014 | $429.9M | $340.8M | $89.1M | 9 | 300 |
DateMar 2025
Total AUM$530M
Discretionary$530M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$490.9M
Discretionary$490.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$449.3M
Discretionary$449.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$449.3M
Discretionary$449.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$449.3M
Discretionary$449.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$452.6M
Discretionary$452.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$452.6M
Discretionary$452.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$452.6M
Discretionary$452.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$452.6M
Discretionary$452.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$452.6M
Discretionary$452.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$393.4M
Discretionary$390.8M
Non-Disc.$2.6M
Employees7
Clients0
DateJul 2019
Total AUM$393.4M
Discretionary$390.8M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2019
Total AUM$396.4M
Discretionary$393.8M
Non-Disc.$2.6M
Employees7
Clients0
DateMay 2018
Total AUM$421.6M
Discretionary$418.6M
Non-Disc.$3M
Employees6
Clients0
DateMar 2018
Total AUM$421.6M
Discretionary$418.6M
Non-Disc.$3M
Employees6
Clients0
DateOct 2017
Total AUM$414.1M
Discretionary$363M
Non-Disc.$51.1M
Employees6
Clients0
DateOct 2017
Total AUM$414.1M
Discretionary$363M
Non-Disc.$51.1M
Employees6
Clients0
DateMar 2017
Total AUM$414.1M
Discretionary$363M
Non-Disc.$51.1M
Employees6
Clients300
DateSep 2016
Total AUM$390M
Discretionary$348.5M
Non-Disc.$41.5M
Employees7
Clients300
DateMar 2016
Total AUM$390M
Discretionary$348.5M
Non-Disc.$41.5M
Employees7
Clients300
DateMar 2015
Total AUM$443.5M
Discretionary$346.4M
Non-Disc.$97.1M
Employees7
Clients300
DateNov 2014
Total AUM$429.9M
Discretionary$340.8M
Non-Disc.$89.1M
Employees9
Clients300