Oliveira Wealth

Oliveira Wealth (CRD# 315326) is a financial advisory firm headquartered in Modesto, CA. They manage $221,749,404 in 762 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

810 Standiford Ave, Suite 3, Modesto, CA 95350

By the Numbers

Total Assets Under Management

222

MILLION
Total Number of Accounts

762

ACCOUNTS
Average Account Value

$291,010

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Oliveira Wealth

Showing 1 - 2 of 2 top financial advisors.

Thomas M. Oliveira

CRD#: 2753899

810 Standiford Ave, Suite 3, Modesto, CA 95350

Thomas Oliveira (CRD# 2753899) is an Investment Advisor Representative working at Oliveira Wealth in Modesto, CA and has over 27 years of experience in the finance industry.

Christopher L. Sharp

CRD#: 7190576

810 Standiford Ave, Suite 3, Modesto, CA 95350

Christopher Sharp (CRD# 7190576) is an Investment Advisor Representative working at Oliveira Wealth in Modesto, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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