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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.

Find White Oaks Wealth Advisors, Inc employees' phone numbers or email addresses

White Oaks Wealth Advisors, Inc Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

White Oaks Wealth Advisors, Inc's Leadership

  • Ceo at White Oaks Wealth Advisors, Inc
    S. B.
    Ceo
    Mobile Phone
  • Senior Financial Administrator at White Oaks Wealth Advisors, Inc
    M. R.
    Senior Financial Administrator
    Mobile Phone
  • Associate Financial Planner at White Oaks Wealth Advisors, Inc
    R. C.
    Associate Financial Planner
    Mobile Phone

White Oaks Wealth Advisors, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from White Oaks Wealth Advisors, Inc

Name
Title
Contact
Location
Last Update
  • Ceo at White Oaks Wealth Advisors, Inc
    S. B.
    Ceo
    Mobile Phone
    Jun 28, 2026
  • Senior Financial Administrator at White Oaks Wealth Advisors, Inc
    M. R.
    Senior Financial Administrator
    Mobile Phone
    Jan 02, 2026
  • Associate Financial Planner at White Oaks Wealth Advisors, Inc
    R. C.
    Associate Financial Planner
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is White Oaks Wealth Advisors, Inc known for?

Minus sign iconPlus sign iconWhite Oaks Wealth Advisors, Inc was founded in 1986 and operates in the Investment Management industry. You can contact White Oaks Wealth Advisors, Inc's 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?

Minus sign iconPlus sign iconWhite Oaks Wealth Advisors, Inc employees' email format typically follows the pattern of First@whiteoakswealth.com. 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?

Minus sign iconPlus sign iconWhite Oaks Wealth Advisors, Inc has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 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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