Onyx Bridge Wealth Group LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

99% of AUM

Avg account

$308K

Accounts

4,450

Employees

Advisory reps

Firm details

Headquarters: Tarrytown, New York
CRD number: 306097
Registered since: February 6, 2020
Website: onyxbridge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.35%
Individuals33.14%
Pension & Profit Sharing Plans2.04%
Corporations / Businesses0.72%
Insurance Companies0.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Onyx Bridge Wealth Group LLC is an independent registered investment adviser that began SEC registration in 2020. The firm positions itself as a multi-service wealth manager and capital allocator serving individuals, families and institutional clients. Its advisory offering includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub‑advisers, and client education through seminars and workshops. Onyx Bridge reports a mixed fee model — percentage of AUM supplemented by hourly and fixed fees — and notes an active ESG investing posture in its allocation and manager selection processes. As a capital allocator, the firm sponsors limited partnerships and works with third‑party managers, in addition to running separately managed accounts and model portfolios. The firm’s owner profile lists both a domestic entity and individual ownership.