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OLIVEIRA WEALTH, LLC
OLIVEIRA WEALTH, LLC
OLIVEIRA WEALTH
MODESTO, California
·
2 registered advisors
·
CRD# 315326
SEC# 801-122522
0
209-579-2332
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OLIVEIRA WEALTH, LLC
2 registered advisors
Debra Ann Brown
MODESTO, California
CRD# 2930469
Thomas Michael Oliveira
MODESTO, California
CRD# 2753899
05
Office Locations
MODESTO, California
2 advisors
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Data sourced from SEC Form ADV filings. OLIVEIRA WEALTH, LLC (CRD# 315326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.