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ONYX BRIDGE WEALTH GROUP LLC
CRD 306097File 801-118022
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.36B
Non-discretionary $6.9M
Clients
1,846
4,450 accounts
Employees
32
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 6, 2020
- Principal office
- 120 WHITE PLAINS ROAD, SUITE 115, TARRYTOWN, NY, 10591
- Phone
- (914) 909-6699
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $6.9M
- Discretionary accounts
- 4,442
- Non-discretionary accounts
- 8
- Total accounts
- 4,450
- AUM per client
- $742K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $9.9M |
| Insurance companies | Fewer than 5 | $8.6M |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 341 | $868.1M |
| Pension and profit sharing plans | 32 | $28.0M |
| Individuals (other than high net worth individuals) | 1,453 | $454.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.