White Oaks Wealth Advisors, Inc
Investment Management • 
Golden Valley, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 5500 Wayzata Boulevard, Suite 1035, Minneapolis, MN 55416, US |
| Phone number | +16124556900 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Financial Management, Wealth Management, Equity, College Planning, Retirement Planning, Fiduciary, Investment Management, Trust Services, Investment Strategy, Family Office Services, Tax Optimization, Fee-Only Financial Planning, Trust Planning, Deferred Compensation, 401(K) Management, Inheritance, 529 Planning, Ira Management, Employer Benefits Management |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
Key Contact at White Oaks Wealth Advisors, Inc
Laura Bereiter
Director of Tax and Financial Planning
White Oaks Wealth Advisors, Inc Email Formats
White Oaks Wealth Advisors, Inc uses 1 email format. The most common is {first initial} (e.g., j@whiteoakswealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@whiteoakswealth.com | 100% |
About White Oaks Wealth Advisors, Inc
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family. White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested. We are currently accepting new clients with investment assets of $2M or more. Information that appears on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. LinkedIn "likes" are not considered testimonials.
White Oaks Wealth Advisors, Inc revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $750,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
White Oaks Wealth Advisors, Inc has never raised funding before.
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