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| Keyboard |
| Oliveira Wealth LLC
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|---|---|
| CRD # | 315326 |
| SEC # | 801-122522 |
| CIK # | |
| AUM | 332.4 M (2026-06-17) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 209-579-2332 |
| Address | 810 Standiford Ave Modesto, CA 95350 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 843 | 58.0 |
| (b) Individuals (high net worth individuals) | 145 | 207.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 56.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,032 | 332.4 |
| By Discretionary | ||
| Discretionary | 1,031 | 331.9 |
| Non-Discretionary | 1 | 0.5 |
| Total | 1,032 | 332.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 331.2 | |
| Total | 1,032 | 332.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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|
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✚
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|
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✚
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|
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|
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|
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332.7 M | |
|
American Fundstars Financial Group LLC
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|
Central Pine Capital LLC
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|
Solano Wealth Investment Advisors LLC
✚
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