Onesta Wealth Management, LLC

Overview

Onesta Wealth Management, LLC is an independent registered investment advisor serving individual and family clients with an emphasis on personalized planning and portfolio management. The firm deploys a fee mix that includes a percentage of assets under management, hourly charges and fixed-fee engagements, and it supplements advisory work with educational seminars and workshops. Onesta positions itself toward individually managed relationships rather than institutional pension consulting or multi-state platforms, and it maintains an insurance industry affiliation that supports its planning and risk-transfer services. Investment activity is tilted toward liquid, equity-centered portfolios. The firm lists a clear preference for exchange-traded equities and appears to run separately managed account strategies alongside pooled funds and individual securities. With a compact client base, Onesta tends to design portfolios for mass-affluent households with a combination of core equity exposures, income-oriented instruments and selective use of nontraditional asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices