Oliveira Wealth

RIASEC RegisteredEst. 2021

Total AUM

$332M

Discretionary

$332M

100% of AUM

Avg account

$322K

Accounts

1,032

Employees

Advisory reps

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

FINTRX

Overview

Oliveira Wealth is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements that combine a percentage-of-AUM model with the option for hourly charges. Core advisory capabilities reported on filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.