Oliveira Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,180,452
Clients
988
Advisors
3
of 4 employees
About
Oliveira Wealth serves individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, offering discretionary asset management, written financial planning, retirement plan consulting, and access to specialized cost segregation analyses through third‑party partners. The firm reports roughly $332 million in discretionary assets under management and provides both ongoing portfolio monitoring and standalone planning engagements.
Investment programs are tailored across asset classes and may include ETFs, mutual funds, fixed income, structured products, and direct or indirect indexing, with periodic rebalancing and risk‑based asset allocation to match client objectives and time horizons. The firm also incorporates tax‑aware services such as cost segregation studies for eligible property owners and may use margin or other specialized instruments when appropriate.
Several features distinguish Oliveira Wealth from typical peers: its representatives are registered representatives of a broker‑dealer (Simplicity Investments) and are licensed insurance agents, allowing the sale of commissionable securities and insurance products and creating disclosed conflicts of interest. The firm also operates with an unusually high client load—about 494 clients per advisor—reflecting a lean advisory team that relies on third‑party partnerships and custodial platforms, and the brochure describes policies and disclosures intended to address related conflicts.
Client services
Expertise
Occupation focus
Fee options
Flat fees up to $25,000 for financial planning and consulting services
Registered representatives receive normal and customary commissions for securities sales through Simplicity Investments
Up to $750 per hour for financial planning and consulting services
Fee-only: Hourly financial planning and consulting fees up to $750 per hour, and flat fees up to $25,000
Main office
810 Standiford Ave, Suite 1
Modesto CA 95350
Advisors at this office
3
Most active in
Arizona · California · Texas · Washington
Also doing business as
Oliveira Wealth · Oliveira Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas O
Series 63, Series 65
Modesto, CA
Oliveira Wealth
Thomas Oliveira is a financial advisor with Oliveira Wealth in Modesto, CA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. His prior work includes 15 years at LPL Financial and ongoing affiliation with The Leaders Group Inc. Outside of advising, he is involved in managing real estate and related business activities. Oliveira Wealth serves individuals, trusts, pension and profit-sharing plans, and businesses, offering discretionary asset management, financial planning, retirement plan consulting, and cost segregation services. The firm employs individualized portfolios with a preference for ETFs and fixed income, and distinguishes itself with a broker-dealer affiliation and specialized tax and retirement plan consulting services.
Paul L
Series 66
Modesto, CA
Oliveira Wealth
Paul Lamandia is a financial advisor at Oliveira Wealth with 21 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 18 years. Oliveira Wealth serves individuals, trusts, retirement plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $332 million in discretionary assets and uses a risk-based asset allocation approach across multiple asset classes, incorporating tax-aware services and specialized third-party partnerships.
Christopher S
Series 63, Series 65
Modesto, CA
Oliveira Wealth
Christopher Sharp is a financial advisor with Oliveira Wealth in Modesto, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Oliveira Wealth since 2019 and has been affiliated with The Leaders Group since 2021. Prior to his financial advisory career, his background includes roles in agriculture services and the restaurant industry. Oliveira Wealth serves individuals, trusts, pension and profit-sharing plans, and businesses, offering discretionary asset management, financial planning, retirement plan consulting, and cost segregation services. The firm uses a range of investment strategies and emphasizes specialized services such as ERISA-aware retirement plan consulting and cost segregation tax analyses.
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