Onesta Wealth Management, LLC

Onesta Wealth Management, LLC (CRD# 165177) is a financial advisory firm headquartered in Sacramento, CA. They manage $12,478,081 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $141,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Onesta Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard D. Loek
CRD#: 5473384
Sacramento, CA

Richard Loek (CRD# 5473384) is an Investment Advisor Representative working at Onesta Wealth Management, LLC in Sacramento, CA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.