ONYX BRIDGE WEALTH GROUP LLC
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds16%
- Other7%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2Jared Cohen
Founder & CEOCRD 4467148
Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772
Contacts
3 of 20NICHOLAS SUTRO
Private Wealth AdvisorCRD 5010485
Jeremy Schlanger
Private Wealth AdvisorCRD 6562746
MATTHEW MCCARTER
Private Wealth AdvisorCRD 2436111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 283Active vs passive
$969M in ETFs
70%
$675M
25%
$294M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $97.3M | 149,012 | 10.05% |
Location
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
Similar firms
HARVEY PARTNERS, LLC
RIATARRYTOWN, NY
CITIZENS PRIVATE WEALTH
RIATARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC.
RIATARRYTOWN, NY
SANDERS SMITH LIMITED
RIATARRYTOWN, NY
THE CAPITAL PRESERVE, INC.
RIATARRYTOWN, NY
DEBANYFINANCIAL GROUP, LLC
RIATARRYTOWN, NY