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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element bridgeValue foundation
- Established Date
- 12-11-2012
- Office Locations
- 1
Office Locations
About Onesta Wealth Management, LLC
Onesta Wealth Management is a Sacramento, CA registered investment adviser offering complimentary consultations and “second-opinion” reviews for investors evaluating their current advice or switching from a prior advisor. The firm provides financial planning, portfolio construction, and related tax, estate, and insurance planning, with portfolios using ETFs and equities. Custody includes Charles Schwab and Altruist, and the firm highlights potential conflicts when advisors are dually licensed.
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Owner & Executives
RICHARD DUANE LOEK
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5473384
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,727,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,727,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,727,837
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,222,162,506 | 53.9% |
| Public Funds | $1,201,585,647 | 20.1% |
| Cash | $1,554,289,891 | 26.0% |
| Total | $5,978,038,044 | 100.0% |