White Oaks Wealth Advisors, Inc.

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White Oaks Wealth Advisors, Inc. Overview

Type

Multi Family Office

Year Founded

1986

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:
https://www.whiteoakswealth.com/

Year Founded:
1986

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
5500 Wayzata Blvd, Minneapolis, Minnesota

Portfolio & Notable Allocations


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