Wealth manager, wrap-program sponsor · Tarrytown, NY
Onyx Bridge Wealth Group LLC
SEC-registered investment adviser · CRD 306097 · SEC 801-118022
At a glance
Onyx Bridge Wealth Group LLC is an SEC-registered investment adviser based in Tarrytown, New York, with $1.4 billion in regulatory assets under management as of its Form ADV filed May 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,794 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,133rd of 8,915 wealth managers and 4,506th of 17,210 SEC-registered advisers by assets.
Main office 914-909-6699onyxbridge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among wealth managers
- #1,133 of 8,915
- Rank among all SEC RIAs
- #4,506 of 17,210
- Rank in New York
- #1,023 of 2,591
- Individual clients
- 1,794
- High-net-worth clients
- 341
- Accounts
- 4,450
- Discretionary
- 99% of AUM
- Employees
- 32
- Advisory staff
- 19
- Offices
- 11
Owners and executives on its Form ADV
- Cynthia-Elaine L. SchlangerChief Compliance Officer
- Stephanie A. PocheChief Operations Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Onyx Bridge Wealth Group LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments and Emerson Equity as the broker-dealer its advisers are registered with.
Commissionable Securities Sales Some representatives of our firm are registered representatives of Purshe Kaplan Sterling Investments (“PKS”) or Emerson Equity, both separate broker-dealers, and members of FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 341 | $868M | 63% |
| Individuals | 1,453 | $454M | 33% |
| Pension and profit sharing plans | 32 | $28M | 2% |
| Corporations or other businesses | 17 | $10M | <1% |
| Insurance companies | 1 | $9M | <1% |
| Charitable organizations | 2 | $2M | <1% |
Disciplinary disclosures
Onyx Bridge Wealth Group LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗onyxbridge.com ↗
AtlasMembers
The full record on Onyx Bridge Wealth Group LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,704 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Onyx Bridge Wealth Group LLC manage?
Onyx Bridge Wealth Group LLC reports $1.4 billion in regulatory assets under management across 4,450 accounts, 99% of it on a discretionary basis, on its Form ADV filed May 26, 2026.
What kind of firm is Onyx Bridge Wealth Group LLC?
Onyx Bridge Wealth Group LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Onyx Bridge Wealth Group LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($868 million, 341 clients); individuals ($454 million, 1,453 clients); pension and profit sharing plans ($28 million, 32 clients).
Does Onyx Bridge Wealth Group LLC have any disciplinary history?
Onyx Bridge Wealth Group LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Onyx Bridge Wealth Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →