# Oliveira Wealth

> Oliveira Wealth is an SEC-registered investment advisory firm in Modesto, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 315326
- Filed as: OLIVEIRA WEALTH
- Legal name: Oliveira Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Modesto, CA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315326
- AdvisorCensus page: https://advisorcensus.com/firm/oliveira-wealth-modesto-ca-315326

## Quick answers

**How is Oliveira Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Oliveira Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Oliveira Wealth charge?**
Its Form ADV Part 2A brochure dated June 10, 2026 states: Flat fee: $25,000 (financial planning or consulting fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oliveira Wealth located?**
Oliveira Wealth's principal office is in Modesto, CA, according to its Form ADV.

**Is Oliveira Wealth registered with the SEC or a state?**
Oliveira Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315326.

**How much does Oliveira Wealth manage?**
Oliveira Wealth reports $332,398,890 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Oliveira Wealth's assets and staff changed since 2022?**
In the Form ADV data for Oliveira Wealth: Regulatory assets under management: $101,745,881 in the October 2022 data and $332,398,890 in the October 2026 data, up 227%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oliveira Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (843); high net worth individuals (145); pension and profit sharing plans (but not the plan participants or government pension plans) (33).

**Which custodians does Oliveira Wealth use?**
Oliveira Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oliveira Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315326

**What changed in Oliveira Wealth's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- Flat fee: $25,000 (financial planning or consulting fee)

> The maximum hourly fee to be charged will not exceed $ 750. The maximum flat fee will not exceed $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $332,398,890
- Discretionary: $331,852,494
- Non-discretionary: $546,396

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 843 | $58,028,252 |
| High net worth individuals | 145 | $207,152,200 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $56,550,336 |
| Corporations or other businesses not listed above | 11 | $10,668,102 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,745,881 | 4 | June 29, 2022 |
| October 2023 | $122,512,872 | 3 | March 20, 2023 |
| October 2024 | $221,749,404 | 3 | June 4, 2024 |
| October 2025 | $272,989,903 | 3 | February 18, 2025 |
| October 2026 | $332,398,890 | 4 | June 17, 2026 |

Regulatory assets under management: $101,745,881 in the October 2022 data and $332,398,890 in the October 2026 data, up 227%.
Total employees: 4 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in AZ.

### April 2026
- Regulatory assets under management went from $272,989,903 to $332,398,890 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oliveira Wealth (CRD 315326): Form ADV filing data as of October 2026.