Onyx Bridge Wealth Group LLC
● SEC registered since 2020CRD 306097SEC# 801-118022Tarrytown, NY
Reg. AUM
$1.37B
Employees
32
Accounts
4,450
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 $1.4 billion in regulatory assets under management and employs 32 people.
Onyx Bridge Wealth Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia-Elaine Leal Schlanger Control | Chief Compliance Officer | Under 5% | 2022 |
| Onyx Bridge Holdings LLC Control | Parent Company | Over 75% | 2026 |
| Stephanie Ann Poche Control | Chief Operations Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Onyx Bridge Wealth Group LLC manage?
Onyx Bridge Wealth Group LLC reports $1.4 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 32 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
| Address | 120 White Plains Road, Suite 115, Tarrytown, NY 10591 |
| Phone | (914) 909-6699 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1819476 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.37B▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.36BNon-discretionary $6.9M