Veronica
Osmonov
Advisor Share Wealth Management
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About this Advisor
Veronica Osmonov is a financial advisor based in Westlake Village, California, working with Advisor Share Wealth Management. Veronica has previously held positions at Horter Investment Management, Peace Of Mind Planning, LLC, and Peace Of Mind Private Wealth Management, LLC. Veronica has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Veronica is part of Advisor Share Wealth Management, which operates out of Westlake Village, California. The firm has 21 offices and 24 employees. The firm manages assets totaling $48.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Advisor Share Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisor Share Wealth Management Brokerage Details
$48,003,023
24
207
$231,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Veronica Osmonov Work History
Peace Of Mind Private Wealth Management, LLC
Peace Of Mind Planning, LLC
Horter Investment Management
Disclosures
Please visit the SEC profile of Veronica Osmonov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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