White Oaks Wealth Advisors is a wealth manager based in Minneapolis, United States, founded in 1986. Verified contact details, AUM data, and investment preferences on FindLPs.
White Oaks Wealth Advisors is a wealth management firm based in Minneapolis, Minnesota. Established in 1986, the firm assists in the implementation of its client's portfolio management, and tax planning, reviews the risk and coverage of insurance programs, reviews and recommends changes in benefit packages (including stock options), and provides a process to review and update important estate planning documents of its clients. The company provides services which include wealth management, family office, financial planning, investment management, and trust services.
Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Conservative Allocation, Debt Management, Equity Securities, ETFs, Investment Management, Equity/Mutual Funds, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Finance, Traditional Investments (Liquid Assets), Financial Services
Preferred geographies: United States, Europe, France, United Kingdom, Western Europe
Location: 5500 Wayzata Boulevard\nMinneapolis\nMinnesota\n55402\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.