White Oaks Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
White Oaks Wealth Advisors provides wealth management, discretionary investment management, family office services and financial planning to a mix of individual clients, high‑net‑worth and family office clients, and accredited investors. The firm also sponsors proprietary private funds and offers project‑based financial planning and retainer family office engagements.
White Oaks implements client portfolios through a proprietary model that distinguishes between Core Funds and Private Funds, using diversification and risk‑adjusted asset allocation across separately managed accounts, mutual funds, ETFs and individual securities. Investment decisions draw on independent third‑party research and a proprietary manager screening process, with ongoing monthly performance reviews; certain private fund vehicles include incentive fee arrangements.
Noteworthy for a firm of its size, White Oaks has an affiliated investment adviser that acts as adviser to its private fund LLCs and maintains a minority ownership interest in a federally chartered trust company to which it refers trust work — affiliations that are uncommon among peer team firms. The firm also routinely provides comprehensive family office functions (bill paying, payroll, intra‑family communications and philanthropic program management), uses retainer and project fee structures for these services, and may hold custody or standing authorizations for some client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 0.90% annual fee for White Oaks Aggressive Growth Fund, White Oaks Alternative Strategies Fund, White Oaks Moderate Growth Fund, and White Oaks Low Volatility Strategy Fund $0+: 0.75% annual fee and 10% incentive fee for White Oaks Flexible Strategies Fund $0+: 1.00% annual fee for Core Funds; negotiable above $10,000,000 $0+: 1.25% annual fee for External Accounts (e.g., 401Ks, 403Bs)
10% incentive fee for White Oaks Flexible Strategies Fund only; other funds do not charge performance fees.
Family Office Services offered on an annual retainer basis, subject to $25,000 annual minimum fee.
Account minimum: $2,000,000 Minimum fee: Initial Financial Planning Project fee subject to $7,500 minimum; Wealth Management subject to $20,000 minimum; Family Office Services subject to $25,000 annual minimum Fee-only: Financial planning included with investment management for clients with at least $2,000,000 under management; project fees for financial planning starting at $7,500 minimum; family office retainers start at $25,000 annually.
Main office
5500 Wayzata Blvd, Suite 290
Minneapolis MN 55416
Advisors at this office
2
Most active in
Arizona · California · Florida · Minnesota · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sharon B
CFP®, Series 63, Series 65
Minneapolis, MN
White Oaks Wealth Advisors, Inc.
Sharon Bloodworth is a CFP® with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has worked with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors offers wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm employs a proprietary investment model that combines diversified Core and Private Funds, supported by independent research and ongoing performance reviews, and provides comprehensive family office functions alongside its investment services.
Laura B
CFP®, PFS™
Minneapolis, MN
White Oaks Wealth Advisors, Inc.
Laura Bereiter is a CFP® and PFS™ with 10 years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN, where she has worked since 2015. She is part of a two-advisor team at the firm. White Oaks Wealth Advisors provides wealth management, discretionary investment management, family office services, and financial planning to individual, high-net-worth, family office, and accredited investor clients. The firm utilizes a proprietary investment model combining Core Funds and Private Funds, leveraging independent research and a manager screening process, and offers comprehensive family office services alongside sponsorship of proprietary private funds.
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