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
Oliveira Wealth
By the Numbers
-
Total Assets Under Management222MILLION
-
Total Number of Accounts762ACCOUNTS
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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
1
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.
2
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.
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