Vestnomics Wealth Management, LLC
Vestnomics Wealth Management, LLC (CRD# 156590) is a financial advisory firm headquartered in Campbell, CA. They manage $12,486,698 in 190 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts190ACCOUNTS
Average Account Value$65,719
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Russell Blahetka (CRD# 4547259) is an Investment Advisor Representative working at Vestnomics Wealth Management, LLC in Cupertino, CA and has over 14 years of experience in the finance industry. Russell Blahetka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elisa Ordona (CRD# 6264836) is an Investment Advisor Representative working at Vestnomics Wealth Management, LLC in Campbell, CA and has over 3 years of experience in the finance industry.