Onyx Bridge Wealth Group LLC

RIASEC Registered
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
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 registered investment adviser that began SEC registration in 2020. The firm positions itself as a multi-service wealth manager and capital allocator serving individuals, families and institutional clients. Its advisory offering includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub‑advisers, and client education through seminars and workshops. Onyx Bridge reports a mixed fee model — percentage of AUM supplemented by hourly and fixed fees — and notes an active ESG investing posture in its allocation and manager selection processes. As a capital allocator, the firm sponsors limited partnerships and works with third‑party managers, in addition to running separately managed accounts and model portfolios. The firm’s owner profile lists both a domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 300

Active vs passive

$1.2B in ETFs

Passive

66%

$811M

Active

24%

$414M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$67M87,4305.47%

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