OLIVEIRA WEALTH, LLC of MODESTO, CA is an SEC-registered investment adviser (CRD 315326). Regulatory assets under management: $332.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |