White Oaks Wealth Advisors, Inc.

$618.3MAssets under management
as of Apr 2026 · SEC Form ADV
Minneapolis, MN
Visit websiteLinkedIn
2 people on Advicer connected to this.

Tech stack

No one at White Oaks Wealth Advisors, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into White Oaks Wealth Advisors, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
National Advisors Trust Company Fsb
Per Form ADV · $31M held · filed Apr 2024
Client File Sharing
Advisory Fee Billing