Multi Family Office

White Oaks Wealth Advisors, Inc.

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...

White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc.

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.

General information

Firm type

Multi Family Office

Year founded

1986

AUM

Location

Region

North America

Country

City

Minneapolis

Corporate office

5500 Wayzata Boulevard Suite 290

Frequently asked questions

What is White Oaks Wealth Advisors, Inc.?

White Oaks Wealth Advisors, Inc. is a multi family office headquartered in Minneapolis.

When was White Oaks Wealth Advisors, Inc. founded?

White Oaks Wealth Advisors, Inc. was founded in 1986.

Where is White Oaks Wealth Advisors, Inc. headquartered?

White Oaks Wealth Advisors, Inc. is headquartered in Minneapolis, in the North America region.

What does Altss track for White Oaks Wealth Advisors, Inc.?

Altss maintains an OSINT-verified profile of White Oaks Wealth Advisors, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is White Oaks Wealth Advisors, Inc.'s website?

White Oaks Wealth Advisors, Inc.'s public website is www.whiteoakswealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is White Oaks Wealth Advisors, Inc.?

White Oaks Wealth Advisors, Inc. is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on White Oaks Wealth Advisors, Inc.?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for White Oaks Wealth Advisors, Inc.?

White Oaks Wealth Advisors, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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