White Oaks Wealth Advisors, Inc.
- Regulatory AUM
- $618M
- Discretionary
- $618M
- Clients
- 219
- Avg AUM / client
- $2.8M
- Accounts
- 222
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $33.9M | 5.48% |
| High net worth individuals | 171 | $575M | 93.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.0M | 0.97% |
| Charitable organizations | Fewer than 5 clients | $3.3M | 0.54% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lathrop Gpm Llp Retirement Plan And Trust Lathrop Gpm Llp | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sharon Alison Bloodworth | Ceo And Chief Compliance Officer | CFP | Oct 2016 (10y) | 75% or more |
| Laura Anne Bereiter | Registered representative | CFP Personal Financial Specialist | Sep 2016 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lathrop Gpm Llp Retirement Plan And Trust | Lathrop Gpm Llp | 488 | $349M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $90.3M (15% of AUM) Apr 2026
- National Advisors Trust Company $1.3M (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗