# ONESTA WEALTH MANAGEMENT, LLC

ONESTA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 165177
- Type: SEC-registered investment adviser
- Phone: 408-786-0508
- Latest filing: 2026-03-17
- Regulatory AUM: $17.7M
- Discretionary AUM: $17.7M
- Clients: 1
- Accounts: 92

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165177/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165177/similar
- Related entities: https://search.stillhousedata.com/firm/165177/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165177

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.