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
-
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
![](/img/ws/firm-ria-sec-logo.png)
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.