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Onyx Bridge Wealth Group LLC

● SEC registered since 2020CRD 306097SEC# 801-118022Tarrytown, NY
Export (members)
Reg. AUM
$1B
Employees
28
Accounts
3,852
Location
Tarrytown, NY

Onyx Bridge Wealth Group LLC assets under management

Onyx Bridge Wealth Group LLC is an investment advisory firm registered with the SEC based in Tarrytown, NY. The firm has been registered since 2020. It reports $1 billion in regulatory assets under management and employs 28 people.
www.onyxbridge.comView on SEC.gov ↗

Onyx Bridge Wealth Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Cynthia-Elaine Leal Schlanger ControlChief Compliance OfficerUnder 5%2022
Jared Michael Cohen ControlManaging MemberOver 75%2020
Stephanie Ann Poche ControlDirector Of OperationsUnder 5%2021

Frequently asked questions

How much does Onyx Bridge Wealth Group LLC manage?

Onyx Bridge Wealth Group LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Onyx Bridge Wealth Group LLC have?

Onyx Bridge Wealth Group LLC reports 28 employees.

Where is Onyx Bridge Wealth Group LLC located?

Onyx Bridge Wealth Group LLC is based in Tarrytown, NY and has been SEC-registered since 2020.

Does Onyx Bridge Wealth Group LLC disclose fund performance?

Onyx Bridge Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 White Plains Road, Suite 115, Tarrytown, NY 10591
Phone(914) 909-6699
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1819476
Discloses disciplinary historyNo

Assets under management

Discretionary$994.1M
Non-discretionary$6.8M
Total (RAUM)$1B