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White Oaks Wealth Advisors, Inc. Overview
Type
Family Office - Multi
General Information
White Oaks Wealth Advisors, Inc. is a multi-family office headquartered in Minneapolis. Founded in 1986 by investment adviser Bob Klosterman, the firm traces its wealth origin to his independent financial-planning practice that evolved into a collaborative platform for affluent families. White Oaks provides fiduciary investment management, planning, and family-office services tailored to clients with multi-million-dollar portfolios and complex cross-generational needs.
Contact Information
Website:
Website:
https://www.whiteoakswealth.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
5500 Wayzata Blvd, Minneapolis, Minnesota
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