RIA Intel›Advisers›New Jersey›ONYX WEALTH MANAGEMENT LLC

ONYX WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$16K

across 62 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$978K

Non-Discretionary AUM$24K

Discretionary %97.7%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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DTM ADVISORY GROUP LLC

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TGF ASSETS LLC

$1M

JOHNSON CAPITAL GLOBAL ADVISORY L.L.C.

$1M

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