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 registered investment adviser formed in 2020 that serves both individual/family and institutional clients. The firm acts as a capital allocator, providing financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting, selection of third-party advisers and educational seminars. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Onyx Bridge reports being an active ESG investor and, as part of its advisory model, sponsors limited partnerships and can place client capital with outside managers.
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 2
Jared Cohen
Founder & CEOCRD 4467148
Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772
Contacts
3 of 20
Nicholas 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 292Active vs passive
$1.2B in ETFs
73%
$903M
21%
$329M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $82.9M | 112,507 | 6.73% |
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
Stewardship Financial Planning
RIATarrytown, NY
Martone Capital Management, Inc.
RIATarrytown, NY
The Capital Preserve, Inc.
RIATarrytown, NY
Sanders Smith Limited
RIATarrytown, NY