White OAKS Wealth Advisors, Inc.
SEC RegisteredLife. Well Invested.
About the firm
Founded in 1986, White Oaks Wealth is a fee-only, fiduciary investment advisory firm with over 100 years of collective industry experience. The firm models its investment philosophy on that of ultra-wealthy families and offers a team-based, client-focused approach. It also provides optional family office services including risk management, bill pay, and personal financial statements.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, fee-only financial advisory, fiduciary services, and an optional family office suite including risk management, bill pay, and personal financial statements.
Who they serve
Clients who seek access to investment strategies normally reserved for the ultra-wealthy, including those who prefer to delegate financial and family management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $34M |
| High Net Worth Individuals | 171 | $575M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. White OAKS Wealth Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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