White Oaks Wealth Advisors, Inc.
Minnesota
Minnesota
Registered In
12/10/2013
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
White Oaks Wealth Advisors, Inc. in Minnesota lists Sharon Bloodworth of Minneapolis, MN as the associate.
Overview
Registered In
Minnesota
Incorporation Date
Company Type
Business Corporation (Foreign)
Status
Active / in Good Standing
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
|
Sharon Bloodworth
Registered Agent
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5500 WAYZATA BLVD STE 1035, MINNEAPOLIS, MN 55416
|
|
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Sharon Bloodworth
CEO
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5500 WAYZATA BLVD STE 1035, MINNEAPOLIS, MN 55416
|
Financials
Financial Information for White Oaks Wealth Advisors, Inc.
Form 5500
WHITE OAKS WEALTH ADVISORS, INC.
5500 Wayzata Boulevard Suite 1035, Minneapolis, Mn 55416 (612) 455-6900 EIN:41-1825080 Plan Admin:Sharon Bloodworth| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,766,879 / $2,889,189 | 2022 | WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002 | 9 / 9 | $2,766,879 / $2,889,189 |
| 2021 | Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,210,490 / $2,766,879 | 2021 | WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002 | 8 / 8 | $2,210,490 / $2,766,879 |
| 2020 | Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,899,543 / $2,210,490 | 2020 | WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002 | 8 / 8 | $1,899,543 / $2,210,490 |
| 2019 | Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,909,746 / $1,899,543 | 2019 | WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002 | 9 / 8 | $2,909,746 / $1,899,543 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
White Oaks Wealth Advisors, Inc.
Registered in Florida
|
Minneapolis, MN | View Report | |
|
White Oaks Wealth Advisors, Inc.
Registered in Minnesota
|
Mpls, MN | View Report |
Person/City Match:Sharon Bloodworth - Minneapolis, MN
|
White Oaks Investment Management, Inc.
Registered in Florida
|
Sarasota, FL Minneapolis, MN | View Report |
Sources
The following government agencies have contributed data:
• Office of the Minnesota Secretary of State • U.S. Department of Labor
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