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).

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 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 8 years of experience in the finance industry.

2
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.

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