Tarun Mehta
Tarun Mehta is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Rockville, MD, with 3 years of industry experience. Tarun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,654 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onyx Bridge Wealth Group offers investment management through a wrap fee program. Please see their Wrap Fee Program Brochure for details on fees and compensation.
Location
1101 Wootton Parkway, Suite 400, Rockville, MD, 20852
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Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Tarun is the President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, providing investment management and tax services. This role requires a full-time commitment.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Eaglestone Wealth Advisors, INC.
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.