ONYX BRIDGE WEALTH GROUP LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.4B
Discretionary
$1.4B
99% of AUM
Avg account
$308K
Accounts
4,450
Employees
32
Advisory reps
22

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, SEC-registered RIA formed as an LLC in 2020. The firm functions as a capital allocator for both individuals/families and institutional clients, offering a mix of financial planning and portfolio management across individual, small-business and institutional mandates. Its advisory services also include selection of other advisers, pension-related consulting work, and educational seminars and workshops. The firm charges clients via percentage-of-AUM arrangements as well as hourly and fixed fees, and reports active ESG investing as part of its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 16%, Other 7%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Private Funds 1%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds16%
  • Other7%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2

  • Jared Cohen

    Founder & CEOCRD 4467148

  • Cynthia-Elaine Schlanger

    Chief Compliance OfficerCRD 5767772

Contacts

3 of 20

  • NICHOLAS SUTRO

    Private Wealth AdvisorCRD 5010485

  • Jeremy Schlanger

    Private Wealth AdvisorCRD 6562746

  • MATTHEW MCCARTER

    Private Wealth AdvisorCRD 2436111

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 283

Active vs passive

$969M in ETFs

Passive

70%

$675M

Active

25%

$294M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$97.3M149,01210.05%
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Location

Primary office

TARRYTOWN, NY

WESTCHESTER

Location

TARRYTOWN, NY

Headquartered in TARRYTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
120 White Plains Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth