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).
Total Assets Under Management5MILLION
Total Number of Accounts82ACCOUNTS
Average Account Value$61,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.
Stephen Sukovez (CRD# 1270667) is an Investment Advisor Representative working at Onesta Wealth Management, LLC in Milpitas, CA and has over 23 years of experience in the finance industry.