White Oaks Wealth Advisors overview
White Oaks Wealth Advisors contact information
Offices
5500 Wayzata Boulevard, Suite 290, Minneapolis, 55416, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
 Mr. Alex Duty | Job titlePortfolio Manager | LocationMinneapolis, United States | Email  ----- |
| Mrs. Cyndi Castle | Job titleVice President, Family Office Services | LocationSarasota, United States | Email ----- |
| Mrs. Sharon Bloodworth | Job titleChief Executive Officer | LocationSarasota, United States | Email ----------- |
White Oaks Wealth Advisors funds managed
Closed funds: 5
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size --------- | Close dateSep 2022 | Strategy ---------- | |
Fund size ------- | Close dateSep 2022 | Strategy ------- | |
Fund size -------- | Close dateSep 2022 | Strategy ---------- | |