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).
Current Firm Details
Onesta Wealth Management, LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts88ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Onesta Wealth Management, LLC
1
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.
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