OLIVEIRA WEALTH
Firm details
- Headquarters
- MODESTO, California
- CRD number
- 315326
- Registered since
- October 20, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.32%
- Individuals17.46%
- Pension & Profit Sharing Plans17.01%
- Corporations / Businesses3.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Oliveira Wealth is a privately owned limited liability advisory that registered with the SEC in 2021 and serves both individual/family and institutional clients. The firm provides financial planning and portfolio management services for individuals, small businesses, businesses/institutions, and offers pension consulting. Compensation is primarily via a percentage-of-AUM fee schedule, with the option for hourly billing. Oliveira Wealth does not position itself as a capital allocator or an active ESG investor, and it reports a broker-dealer industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- US Government Bonds40%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 3Thomas Oliveira
OwnerCRD 2753899
Christopher Sharp
Investment Advisor RepresentativeCRD 7190576
Debra Brown
AssistantCRD 2930469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MODESTO, CA
STANISLAUS
Location
MODESTO, CA
Headquartered in MODESTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- STANISLAUS
- Address
- 810 Standiford Ave
- Time zone
- PT (UTC-8)
- Office locations
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