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CEO and Chief Compliance Officer · White Oaks Wealth Advisors, Inc.

Sharon A. Bloodworth

CRD 2756129 · Named on Form ADV at 2 SEC-registered advisers

At a glance

White Oaks Wealth Advisors, Inc., an SEC-registered wealth manager based in Minneapolis, MN with $618 million in regulatory assets, lists Sharon A. Bloodworth on its Form ADV as CEO and Chief Compliance Officer, a control person. The SEC filings also name Sharon at 1 other registered adviser.

Firms and roles

AtlasMembers

Sharon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sharon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.