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Fund Manager

White Oaks Wealth Advisors

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White Oaks Wealth Advisors

Fund Manager

Primary Strategy: Hedge Fund

Number of Employees: 9

Year End: December

Description

White Oaks Wealth Advisors is a 100% woman-owned registered investment advisory firm led by CEO Sharon Bloodworth. With over 100 years of combined experience, the firm prioritizes clients' interests as fiduciaries and is independent of large firms' sales agendas. Established in 1986, it focuses on simplifying wealth complexities and is accepting clients with assets of $2M or more.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/white-oaks-wealth-advisors-inc

Address

1717 2nd Street, Suite C, Sarasota, Florida, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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