RIA · CRD 315326SEC-Registered

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Oliveira Wealth

OLIVEIRA WEALTH is an SEC-registered investment adviser in MODESTO, CA, registered since 2021. The firm manages $332 million in assets. It has 4 employees and...

Oliveira Wealth

OLIVEIRA WEALTH is an SEC-registered investment adviser in MODESTO, CA, registered since 2021. The firm manages $332 million in assets. It has 4 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

Latin America

Country

Brazil

City

Modesto

Corporate office

São Paulo, Brazil

Sector focus

Real EstatePrivate CreditInfrastructureAgriTech & FoodTechEnergy Transition & Renewables

Frequently asked questions

What types of investments does Oliveira Wealth typically make?

Oliveira Wealth focuses on direct investments and co-investments in real estate, private credit, and infrastructure. The firm also selectively targets opportunities in agribusiness and renewable energy, primarily within Brazil and neighboring Latin American markets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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