# WHITE OAKS WEALTH ADVISORS, INC.

WHITE OAKS WEALTH ADVISORS, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 173522
- Type: SEC-registered investment adviser
- SEC file number: 801-80576
- Location: 5500 WAYZATA BLVD, SUITE 290, MINNEAPOLIS, MN, 55416
- Phone: 612-455-6900
- Latest filing: 2026-04-17
- Regulatory AUM: $618.3M
- Discretionary AUM: $618.3M
- Clients: 5
- Accounts: 222

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Sharon Alison Bloodworth | CEO AND CHIEF COMPLIANCE OFFICER | — |
| KLOSTERMAN ROBERT JOHN | CEO AND CHIEF INVESTMENT OFFICER; FOUNDER AND ADVISOR | — |
| BLOODWORTH SHARON ALISON | CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173522/similar
- Related entities: https://search.stillhousedata.com/firm/173522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173522

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.