ONESTA WEALTH MANAGEMENT, LLC

ONESTA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 165177). Regulatory assets under management: $17.7M.

Registration

• CRD: 165177
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search