Overview
Assets Under Management: $273 million
Headquarters: MODESTO, CA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
OLIVEIRA WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315326), OLIVEIRA WEALTH, LLC is subject to fiduciary duty under federal law.
OLIVEIRA WEALTH, LLC is headquartered in MODESTO, CA.
OLIVEIRA WEALTH, LLC serves 75 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, OLIVEIRA WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OLIVEIRA WEALTH, LLC manages $273 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, OLIVEIRA WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 905
Discretionary Accounts: 904
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 315326
Last Filing Date: 2025-02-18 00:00:00
Website: https://oliveirawealth.com