RIA Intel›Advisers›New York›ONYX BRIDGE WEALTH GROUP LLC

ONYX BRIDGE WEALTH GROUP LLC

Advisory

N·TARRYTOWN, NY

Data as of May 26, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+22.7%

3-Year CAGR

+31.2%

Employees

19

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$7M

Discretionary %99.5%

Total Clients1,654

Team

Total Employees19

Investment Advisers32

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record36

First FilingJan 2, 2020

Latest FilingMay 26, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ONYX BRIDGE WEALTH GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.