Tesoro Wealth Management

Tesoro Wealth Management (CRD# 156982) is a financial advisory firm headquartered in Chula Vista, CA. They manage $1,175,000 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $19,915
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
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 Tesoro Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Ruben Olguin
CRD#: 2399764
8181 Tezel Road #102-167, San Antonio, TX 78250
83
Wealthminder
score

Ruben Olguin (CRD# 2399764) is an Investment Advisor Representative working at Tesoro Wealth Management in San Antonio, TX and has over 22 years of experience in the finance industry.

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