Oliveira Wealth, LLC
● SEC registered since 2021CRD 315326SEC# 801-122522Modesto, CA
Reg. AUM
$332.4M
Employees
4
Accounts
1,032
Location
Modesto, CA
Oliveira Wealth, LLC assets under management
Oliveira Wealth, LLC operates as an SEC-registered investment adviser based in Modesto, CA. The firm has been registered since 2021. It reports $332.4 million in regulatory assets under management and employs 4 people.
Oliveira Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Ann Brown | Chief Compliance Officer | Under 5% | 2021 |
| Thomas Michael Oliveira Control | Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Oliveira Wealth, LLC manage?
Oliveira Wealth, LLC reports $332.4 million in regulatory assets under management on its Form ADV.
How many employees does Oliveira Wealth, LLC have?
Oliveira Wealth, LLC reports 4 employees.
Where is Oliveira Wealth, LLC located?
Oliveira Wealth, LLC is based in Modesto, CA and has been SEC-registered since 2021.
Does Oliveira Wealth, LLC disclose fund performance?
Oliveira Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 810 Standiford Ave, Suite 1, Modesto, CA 95350 |
| Phone | 209-579-2332 |
| Fax | (209) 579-2333 |
| Office hours | 8 a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$332.4M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$332.4Mregulatory AUM
Discretionary $331.9MNon-discretionary $546K