ONYX BRIDGE WEALTH GROUP LLC

120 White Plains Road
Suite 115
Tarrytown, New York 10591
Tel: (914) 909-6699

About ONYX BRIDGE WEALTH GROUP LLC

ONYX BRIDGE WEALTH GROUP LLC, formally registered with the SEC as ONYX BRIDGE WEALTH GROUP LLC. The firm was established in 02/06/2020. They have over 8 offices throughout the country.

ONYX BRIDGE WEALTH GROUP LLC is a Tarrytown, New York based Financial Planning firm with nearly $815,684,357 assets under management, offering retirement planning & investment advisory services to 3517 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306097
SEC#	801-118022
Assets Managed by Firm	$815,684,357
No. of Clients	3517
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3517	$815,684,357
Individuals (other than high net worth individuals)	1331	$341,573,255
High net worth individuals	208	$437,947,603
Pension and profit sharing plans	23	$16,504,675
Charitable organizations	2	$3,112,063
Corporations or other businesses	11	$10,530,208

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