OLIVEIRA WEALTH, LLC
Doing business as OLIVEIRA WEALTH. SEC Form ADV profile.
Total regulatory AUM
$332,398,890
Discretionary
$331,852,494
Non-discretionary
$546,396
Firm details
- CRD number
- 315326
- SEC file number
- 801-122522
- Main office
- MODESTO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.