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CFP

Veronica Osmonov

Advisor Share Wealth Management, LLC
13 Years of Experience
Westlake Village, CA
2 DisclosuresSells Insurance
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Veronica Osmonov is a CFP-designated registered investment advisor at Advisor Share Wealth Management, LLC, based in Westlake Village, CA, with 13 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 2,521 clients with $380M in assets under management.

Advisor Share Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,521 clients
Average Client Portfolio
$150K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$25K

Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.

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Location

Westlake Village, CA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2009
Customer Dispute
June 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Veronica is self-employed as an insurance agent selling insurance and annuities since 2009. This takes about half of her time.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Peace of Mind Wealth Management
January 2022 - June 2023 · 1 yr 5 mos
Peace of Mind Planning LLC
August 2021 - January 2022 · 5 mos
Horter Investment Management, LLC
April 2016 - April 2021 · 5 yrs
Waddell & Reed, INC.
August 2009 - October 2009 · 2 mos
Private Asset Advisors, INC.
November 2007 - July 2009 · 1 yr 8 mos
Ameriprise Financial Services, INC.
June 2006 - September 2007 · 1 yr 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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