Onyx Wealth Management LLC

Overview

Onyx Wealth Management LLC operates as a small, independent registered investment adviser serving individual, family and a limited number of institutional clients. The firm’s advisory focus centers on financial planning and portfolio management for individuals and small businesses, paired with insurance brokerage services. Governance is structured as an owner-operated limited liability company, and fee arrangements are flexible—combining percentage of assets under management, hourly fees and fixed-fee engagements—so advisers can tailor pricing to client needs. Investment activity is equity-biased: the firm shows a clear preference for publicly traded equities and exchange-traded vehicles as the backbone of client portfolios. Portfolios are managed primarily on a discretionary basis, and the adviser does not identify as an active ESG investor or as a multi-state adviser. Onyx does not position itself as a capital allocator; when it uses alternatives, it delegates exposure to third-party managers rather than direct principal investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices