Key facts
- OLIVEIRA WEALTH is a other based in MODESTO, CA.
- OLIVEIRA WEALTH reports $1.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 315326- Regulatory AUM
- $1.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- MODESTO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OLIVEIRA WEALTH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for OLIVEIRA WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OLIVEIRA WEALTH's AUM?
- OLIVEIRA WEALTH manages approximately $1.2M in assets.