What departments does White Oaks Wealth Advisors, Inc have?

White Oaks Wealth Advisors, Inc has employees across 2 departments including Entrepreneurship, Finance.

What is the largest department at White Oaks Wealth Advisors, Inc?

The largest department at White Oaks Wealth Advisors, Inc is Finance with 2 employees.

Where are White Oaks Wealth Advisors, Inc employees located globally?

White Oaks Wealth Advisors, Inc has employees across 1 continents and 1 countries including United States Of America.

How has White Oaks Wealth Advisors, Inc's team size changed over time?

White Oaks Wealth Advisors, Inc's team has decreased from approximately 2 to 1 employees based on available data.

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White Oaks Wealth Advisors, Inc Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

White Oaks Wealth Advisors is an investment management firm headquartered in Minneapolis, Minnesota. Established in 1986, the firm positions itself as independent and client-first, operating as a registered investment advisor with a focus on providing fiduciary guidance and personalized wealth management. Led by CEO Sharon Bloodworth, the team emphasizes unbiased service and ongoing efforts to stay abreast of market developments and the latest financial planning tools.

White Oaks Wealth Advisors, Inc Global Highlights

North America
11

United States Of America
11

White Oaks Wealth Advisors, Inc's Leadership

S. B.
Ceo
Mobile Phone
Email
M. R.
Senior Financial Administrator
Mobile Phone
Email
R. C.
Associate Financial Planner
Mobile Phone
Email

White Oaks Wealth Advisors, Inc Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from White Oaks Wealth Advisors, Inc

Name

Title

Contact Info

Location

Last Update

S. B.
Ceo
Mobile Phone
Email
Jun 28, 2026
M. R.
Senior Financial Administrator
Mobile Phone
Email
Jan 02, 2026
R. C.
Associate Financial Planner
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is White Oaks Wealth Advisors, Inc known for?

White Oaks Wealth Advisors, Inc was founded in 1986 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-612-284-****

. Explore White Oaks Wealth Advisors, Inc's company overview page for more information.

What is White Oaks Wealth Advisors, Inc's most common email format?

White Oaks Wealth Advisors, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more White Oaks Wealth Advisors, Inc email formats with LeadIQ.

How many employees does White Oaks Wealth Advisors, Inc have currently?

White Oaks Wealth Advisors, Inc has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are White Oaks Wealth Advisors, Inc's key employees and leadership?

As of August 2026, White Oaks Wealth Advisors, Inc's key employees include:

Ceo: S. B.
Senior Financial Administrator: M. R.
Associate Financial Planner: R. C.

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White Oaks Wealth Advisors, Inc Employee Directory

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