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OLIVEIRA WEALTH
OLIVEIRA WEALTH, LLC
CRD 315326 · SEC 801-122522
810 STANDIFORD AVE, SUITE 1, MODESTO, CA, 95350, United States
Phone
209-579-2332
Fax
(209) 579-2333
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$332.4M
Discretionary AUM
$331.9M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 843 | $58.0M |
| High net worth individuals | 145 | $207.2M |
| Pension/profit sharing plans | 33 | $56.6M |
| Corporations/business entities | 11 | $10.7M |
States served
AZ, CA, WA, TX
Official SEC filing: View on IAPD