OLIVEIRA WEALTH

Legal name: OLIVEIRA WEALTH, LLC

CRD 315326File 801-122522

APPROVED

Retail clients

Custody

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$332.4M

Below cohort median (national)

Discretionary AUM

$331.9M

Non-discretionary $546K

Clients

1,032

1,032 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Oct 20, 2021
Principal office: 810 STANDIFORD AVE, SUITE 1, MODESTO, CA, 95350
Phone: 209-579-2332
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $332.4M
Discretionary AUM: $331.9M
Non-discretionary AUM: $546K
Discretionary accounts: 1,031
Non-discretionary accounts: 1
Total accounts: 1,032
AUM per client: $322K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$10.7M
High net worth individuals	145	$207.2M
Pension and profit sharing plans	33	$56.6M
Individuals (other than high net worth individuals)	843	$58.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.