OLIVEIRA WEALTH, LLC
Legal name: OLIVEIRA WEALTH
CRD #315326 SEC #801-122522 MODESTO, CA 209-579-2332
SEC Registered
Total AUM
$273M
Discretionary
$272.6M
Employees
3
Clients
0
Accounts
905
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $273M | $272.6M | $427.8K | 3 | 0 |
| Oct 2024 | $221.7M | $221.7M | $0 | 3 | 0 |
| Jun 2024 | $221.7M | $221.7M | $0 | 3 | 0 |
| Mar 2024 | $221.7M | $221.7M | $0 | 3 | 0 |
| Nov 2023 | $122.5M | $122.5M | $0 | 3 | 0 |
| Mar 2023 | $122.5M | $122.5M | $0 | 3 | 0 |
| Jun 2022 | $101.7M | $101.7M | $0 | 4 | 0 |
| Jan 2022 | $101.7M | $101.7M | $0 | 4 | 0 |
| Jan 2022 | $101.7M | $101.7M | $0 | 4 | 0 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$273M
Discretionary$272.6M
Non-Disc.$427.8K
Employees3
Clients0
DateOct 2024
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0