← Tributary

OLIVEIRA WEALTH

MODESTO, CA · CRD 315326 · IAPD ↗ · 209-579-2332

$332.4MRegulatory AUM
2Advisory reps
4Employees
3Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — OLIVEIRA WEALTH notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — OLIVEIRA WEALTH reported RAUM up 81% ($122.5M -> $221.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.