O
CRD: 315326
Oliveira Wealth
Modesto, CA, 95350
2095792332
$332.4M Total AUM
$331.9M Disc. AUM
38.1% 3Y CAGR
4 Employees
1,035 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
810 Standiford AVE Suite 1 Modesto CA
About Oliveira Wealth
Oliveira Wealth is a Modesto-based RIA. The firm has been operating for 4 years. Managing $332.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$166.2M AVG AUM / ADVISOR
$321.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
Insight
Investment Themes
Radial Atlas matrix
Investment Vehicles
Timber focus Catalyst
Services
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Owner & Executives
T
Thomas Michael Oliveira
Managing Member
- CRD
- #2753899
- Ownership
- 75% or more
(572) 804-7353
vertex.atlas@horizoncapital.com
in linkedin.com/in/beacon-element
Debra Ann Brown
Chief Compliance Officer
- CRD
- #2930469
- Ownership
- Less than 5%
(514) 601-4890
ridge.foundation@capitalcapital.com
in linkedin.com/in/oak-bridge
Showing 2 of 2 owners & executives
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Christopher L Sharp
Financial Advisor
- CRD
- #7190576
(405) 523-7945
bridge.vital@radialcapital.com
in linkedin.com/in/ember-delta
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,852,494 | $321,874 |
| Non-Discretionary | $546,396 | $546,396 |
| Total | $332,398,890 | $322,092 |
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Separately Managed Accounts
Total SMA Asset: $332,398,890
Public Funds:
7.2% U.S. Government/Agency:
34.0% Equity - Exchange:
22.8% Cash:
9.4% Private Funds:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $619,521,469 | 7.2% |
| U.S. Government/Agency | $2,925,518,048 | 34.0% |
| Equity - Exchange | $1,961,817,985 | 22.8% |
| Cash | $808,819,696 | 9.4% |
| Private Funds | $2,288,787,650 | 26.6% |
| Total | $8,604,464,848 | 100.0% |