ONYX WEALTH MANAGEMENT, LLC

Overview

Onyx Wealth Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management services, with an explicit focus on individuals and small businesses rather than institutional mandates. Compensation comes through a mix of percentage-of-AUM and fixed fees. The firm does not identify as an ESG-focused investor, does not act as a capital allocator, and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives