Onesta Wealth Management, LLC

Onesta Wealth Management, LLC (CRD# 165177) is a financial advisory firm headquartered in Campbell, CA. They manage $5,038,417 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1875 Winchester Boulevard, Suite 101, Campbell, CA 95008
http://www.onestawealth.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $61,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Onesta Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Loek, financial advisor Campbell CA
Richard D. Loek
CRD#: 5473384
1875 Winchester Boulevard, Suite 101, Campbell, CA 95008
93
Wealthminder
score

Richard Loek (CRD# 5473384) is an Investment Advisor Representative working at Onesta Wealth Management, LLC in Campbell, CA and has over 9 years of experience in the finance industry.

2
Stephen Sukovez, financial advisor Milpitas CA
Stephen C. Sukovez
CRD#: 1270667
Milpitas, CA
93
Wealthminder
score

Stephen Sukovez (CRD# 1270667) is an Investment Advisor Representative working at Onesta Wealth Management, LLC in Milpitas, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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