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OLIVEIRA WEALTH
810 Standiford Ave
Suite 1
Modesto, California 95350
Tel: 209-579-2332
About OLIVEIRA WEALTH
OLIVEIRA WEALTH, formally registered with the SEC as OLIVEIRA WEALTH. The firm was established in 10/20/2021. They have over 1 offices throughout the country.
OLIVEIRA WEALTH is a Modesto, California based Financial Planning firm with nearly $272,989,903 assets under management, offering retirement planning & investment advisory services to 905 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315326 |
| SEC# | 801-122522 |
| Assets Managed by Firm | $272,989,903 |
| No. of Clients | 905 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 905 | $272,989,903 |
| Individuals (other than high net worth individuals) | 787 | $71,410,720 |
| High net worth individuals | 75 | $143,616,352 |
| Pension and profit sharing plans | 34 | $51,744,607 |
| Corporations or other businesses | 9 | $6,218,224 |
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