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Managing Member · Oliveira Wealth

Thomas M. Oliveira

CRD 2753899 · Named on Form ADV at one SEC-registered adviser

At a glance

Oliveira Wealth, an SEC-registered wealth manager based in Modesto, CA with $332 million in regulatory assets, lists Thomas M. Oliveira on its Form ADV as Managing Member, a control person.

Firms and roles

  • Oliveira WealthManaging MemberWealth manager · Modesto, CA · $332M in regulatory assets

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.