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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, DEBRA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLIVEIRA, THOMAS, MICHAEL | I | MANAGING MEMBER | E | Control |
| OLIVEIRA, THOMAS, MICHAEL | I | MANAGING MEMBER | E | Control |
| OLIVEIRA, THOMAS, MICHAEL | I | MANAGING MEMBER | E | Control |
| OLIVEIRA, THOMAS, MICHAEL | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
| Oliveira, Thomas, Michael | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (3)
CA TX WA
Address
810 STANDIFORD AVESUITE 1
MODESTO, CA 95350
United States
Phone: 209-579-2332