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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 18, 2025 and June 17, 2026, reported AUM increased 21.8%, from $273.0M to $332.4M.
Across 5 reported observations, AUM increased 226.7% between June 29, 2022 and June 17, 2026, from $101.7M to $332.4M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 2 advisory representatives and 1,035 clients, or 517.5 clients per representative. That equates to $321.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Oliveira Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Thomas Michael Oliveira
Managing Member
- CRD
- #2753899
- Ownership
- 75% or more
Debra Ann Brown
Chief Compliance Officer
- CRD
- #2930469
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Paul Michael Lamandia
--
- CRD
- #4841009
Christopher L Sharp
Financial Advisor
- CRD
- #7190576
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Oliveira Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.