| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Ann Brown | Chief Compliance Officer | Under 5% | 2021 |
| Thomas Michael Oliveira Control | Managing Member | Over 75% | 2021 |
Oliveira Wealth, LLC reports $273 million in regulatory assets under management on its Form ADV.
Oliveira Wealth, LLC reports 3 employees.
Oliveira Wealth, LLC is based in Modesto, CA and has been SEC-registered since 2021.
Oliveira Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 810 Standiford Ave, Suite 1, Modesto, CA 95350 |
| Phone | 209-579-2332 |
| Fax | (209) 579-2333 |
| Office hours | 8 a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $272.6M |
| Non-discretionary | $428K |
| Total (RAUM) | $273M |