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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...

Overview

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.

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