Oliveira Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Modesto, CA. Its latest Form ADV filing, dated March 4, 2026, reports $332M in regulatory assets under management, 4 employees, and 1,032 accounts.
Assets Under Management
$332M
Employees
4
Offices
--
Total Clients
1,032
Primary office
MODESTO, CA
810 STANDIFORD AVE, SUITE 1, MODESTO, CA, United States
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
843
2
HNWI
14.1%
145
3
Pension Plans
3.2%
33
4
Corporations
1.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$332Mas of March 4, 2026
Discretionary99.8%
$332M
100% of total RAUM99.8%
Non-discretionary0.2%
$546K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$332M
Total Accounts1,032
10Y AUM Change+$332M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee258:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.