A complete list of active advisors currently associated with Onesta Wealth Management, LLC

Warmer can help you find a great advisor at Onesta Wealth Management, LLC or one who fits your needs even better.

Onesta Wealth Management is a fee-based independent advisory firm that provides personalized financial planning and asset management to individuals as well as pension and profit‑sharing plans, trusts, estates and charitable organizations; as of March 17, 2026 it reported approximately $17.7 million in discretionary assets across 33 client relationships. Services include discretionary and non‑discretionary portfolio management, written financial plans delivered within 30 days, and public seminars and workshops. The firm documents client goals in investment policy statements and uses fundamental, technical and cyclical analysis to construct and monitor portfolios, with quarterly reviews and event‑driven updates. It may rely on an external signal provider for model buy/sell signals and offers clients the choice of discretionary trading authority or retaining prior‑approval for transactions. Noteworthy features disclosed in the brochure include the managing member’s affiliated insurance agency (the managing member spends a majority of his time in that insurance business and may offer insurance products to clients, with conflicts disclosed and mitigations noted) and the firm’s regular, no‑charge educational seminars—both of which are uncommon among independent peers. The managing member also provides separate career and personal coaching, and the firm operates as a solo practitioner with no account minimum, producing an unusual combination of advisory, insurance access, and coaching services.

To learn more about the advisors currently working at Onesta Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Loek	Sacramento, CA	18

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