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White Oaks Wealth Advisors, Inc.

EST. AUM
$618,305,647

CONTACTS
2

CLIENT ACCOUNTS
222

Firm Details

Metro area Minneapolis
CRD Number 173522
Website whiteoakswealth.com
Client types

Overview

White Oaks is a financial company with over 100 years of combined experience. Sharon Bloodworth serves as CEO, leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. The company prides itself on its independent status, free from the influence of larger firms' sales and growth agendas. As fiduciaries, the team is dedicated to prioritizing clients' needs and providing care akin to family.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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