# OLIVEIRA WEALTH, LLC

OLIVEIRA WEALTH, LLC of MODESTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315326
- Type: SEC-registered investment adviser
- SEC file number: 801-122522
- Location: 810 STANDIFORD AVE, SUITE 1, MODESTO, CA, 95350
- Phone: 209-579-2332
- Latest filing: 2026-06-17
- Regulatory AUM: $332.4M
- Discretionary AUM: $331.9M
- Non-discretionary AUM: $546K
- Clients: 4
- Accounts: 1,032

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Michael Oliveira | MANAGING MEMBER | — |
| Debra Ann Brown | CHIEF COMPLIANCE OFFICER | — |
| BROWN DEANNA ANN | CHIEF COMPLIANCE OFFICER | — |
| OLIVEIRA THOMAS MICHAEL | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315326/similar
- Related entities: https://search.stillhousedata.com/firm/315326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.