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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLOSTERMAN, ROBERT, JOHN | I | FOUNDER AND ADVISOR | NA | Control |
| KLOSTERMAN, ROBERT, JOHN | I | FOUNDER AND ADVISOR | NA | Control |
| KLOSTERMAN, ROBERT, JOHN | I | FOUNDER AND ADVISOR | NA | Control |
| KLOSTERMAN, ROBERT, JOHN | I | FOUNDER AND ADVISOR | NA | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOODWORTH, SHARON, ALISON | I | CEO AND CHIEF COMPLIANCE OFFICER | E | 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 |
| 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 | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| BLOODWORTH, SHARON, ALISON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (7)
AZ CA FL MN TX WA WI
Address
5500 WAYZATA BLVDSUITE 290
MINNEAPOLIS, MN 55416
United States
Phone: 612-455-6900