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ONYX BRIDGE WEALTH GROUP LLC
CRD 306097 · SEC 801-118022
120 WHITE PLAINS ROAD, SUITE 115, TARRYTOWN, NY, 10591, United States
Phone
(914) 909-6699
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.36B
Team
32 total employees; 19 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1453 | $454.2M |
| High net worth individuals | 341 | $868.1M |
| Pension/profit sharing plans | 32 | $28.0M |
| Charitable organizations | 2 | $1.5M |
| Insurance companies | 1 | $8.6M |
| Corporations/business entities | 17 | $9.9M |
States served
AZ, CA, CO, DE, DC, GA, IN, LA, MD, MA, NJ, NY, NC, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD