White Oaks Wealth Advisors Revenue, Growth & Competitor Profile

DBA White Oaks Wealth Advisors Aggressive Growth Fund LLC
DBA White Oaks Wealth Advisors Alternative Strategies Fund LLC
DBA White Oaks Wealth Advisors Conservative Growth Fund LLC
DBA White Oaks Wealth Advisors Flexible Strategies Fund, LLC
DBA WHITE OAKS WEALTH ADVISORS, INC.
DBA White Oaks Wealth Advisors Moderate Growth Fund LLC

Company Profile & Annual Report for White Oaks Wealth Advisors

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White Oaks Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	5500 Wayzata Blvd Suite 1035 Minneapolis, MN 55416

Note: Revenues for privately held companies are statistical evaluations.


White Oaks Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • White Oaks Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • White Oaks Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

White Oaks Wealth Advisors Annual Revenue and Growth Rate

White Oaks Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: White Oaks Wealth Advisors's revenues are gauged from an analysis of company filings.

White Oaks Wealth Advisors's Income Statement (based on Industry Averages)

White Oaks Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that White Oaks Wealth Advisors is developing and marketing. White Oaks Wealth Advisors doesn't have any recent trademark applications, indicating White Oaks Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WHITE OAKS WEALTH ADVISORS Financial planning; Investment advisory services; Investment management; Financial asset management; Financial portfolio management services; Financial services, namely, wealth management services; Investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; Trust services, namely, financial trust management and trust company services; Trust investment distribution and wealth distribution planning; Representative and fiduciary services as a trustee; Financial planning for retirement; Estate and tax planning services; Estate trust management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Bill payment services; Cash management; Advisory services regarding philanthropic monetary and financial asset donations; Financial planning services, namely, developing and managing charitable giving programs; Providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving	12/02/2020
WHITE OAKS WEALTH ADVISORS, INC. Financial Planning and Investment Advisory Services	11/15/1999

See all trademarks and details in the Full Report.

Market Share of White Oaks Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as White Oaks Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to White Oaks Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
AMERIPRISE FINANCIAL	Minneapolis, MN	100
RBC USA HOLDCO	Minneapolis, MN	41
PIPER SANDLER	Minneapolis, MN	7
WEALTH ENHANCEMENT ADVISORY SERVICES	Plymouth, MN	6
CORNER HOME MEDICAL	New Hope, MN	2
CROWN CAPITAL STAFFING STRATEGIES	Bloomington, MN	1

Other Companies at 5500 Wayzata Blvd, Minneapolis MN

Company	Headquarters	Revenue ($ MM)
BUFFALO WILD WINGS	Minneapolis, MN	100
AMERICAN PHOENIX	Golden Valley, MN	8
NEXT CENTURY GROWTH INVESTORS	Minneapolis, MN	0
TRESSLER LAW	Minneapolis, MN	0
BRUNO LAW PLLC	St Louis Park, MN	0

Future Competition: White Oaks Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as White Oaks Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)