# Onesta Wealth Management, LLC

> Onesta Wealth Management, LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 165177
- Filed as: ONESTA WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165177
- AdvisorCensus page: https://advisorcensus.com/firm/onesta-wealth-management-llc-sacramento-ca-165177

## Quick answers

**How is Onesta Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Onesta Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Onesta Wealth Management, LLC located?**
Onesta Wealth Management, LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is Onesta Wealth Management, LLC registered with the SEC or a state?**
Onesta Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165177.

**How much does Onesta Wealth Management, LLC manage?**
Onesta Wealth Management, LLC reports $17,727,837 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Onesta Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (2).

**Does Onesta Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165177

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,727,837
- Discretionary: $17,727,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $6,151,835 |
| High net worth individuals | 2 | $11,576,002 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [onestawealth.com](https://onestawealth.com)
- LinkedIn @2925013

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onesta Wealth Management, LLC (CRD 165177): Form ADV filing data as of October 2026.