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Thomas Michael Oliveira

OLIVEIRA WEALTH, LLC·MODESTO, California
Unclaimed Profile
810 STANDIFORD AVE, MODESTO, CA 95350CRD# 2753899Firm CRD# 315326
01

About

Thomas Michael Oliveira is a registered financial advisor based in MODESTO, California, affiliated with OLIVEIRA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLIVEIRA WEALTH, LLC
OLIVEIRA WEALTH
AUM
$222M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OLIVEIRA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2753899
Firm CRD# 315326
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Michael Oliveira offer?
Thomas Michael Oliveira specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MODESTO, California for a consultation.
What are Thomas Michael Oliveira's credentials?
Thomas Michael Oliveira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Michael Oliveira located?
Thomas Michael Oliveira is based in MODESTO, California, working with OLIVEIRA WEALTH, LLC. Their office serves clients in the MODESTO metropolitan area and surrounding communities.
How does Thomas Michael Oliveira charge for services?
Thomas Michael Oliveira's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVEIRA WEALTH, LLC?
OLIVEIRA WEALTH, LLC has approximately 3 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MODESTO
Deidre Mraz Johnson — MRAZ, AMERINE & ASSOCIATES, INC.David Frederick Mraz — MRAZ, AMERINE & ASSOCIATES, INC.Gloria D Mraz — MRAZ, AMERINE & ASSOCIATES, INC.Adam Michael Zagaris — FAT DONKEY, INC.Debra Ann Brown — OLIVEIRA WEALTH, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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