Oliveira Wealth, Llc
- Regulatory AUM
- $332M
- Discretionary
- $332M
- Clients
- 1,032
- Avg AUM / client
- $322K
- Accounts
- 1,032
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 843 | $58.0M | 17.5% |
| High net worth individuals | 145 | $207M | 62.3% |
| Pension and profit sharing plans | 33 | $56.6M | 17.0% |
| Corporations and other businesses | 11 | $10.7M | 3.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stan Boyett & Son, Inc. Profit Sharing 401(k) Plan Stan Boyett & Son, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Debra, Ann | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Thomas Michael Oliveira | Managing Member | Sep 2021 (5y) | 75% or more | |
| Christopher L Sharp | Registered representative | Oct 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stan Boyett & Son, Inc. Profit Sharing 401(k) Plan | Stan Boyett & Son, Inc. | 94 | $11.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $282M (85% of AUM) Jun 2026
- Voya Financial $14.8M (15% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗