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Onyx Bridge Wealth Group LLC

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Assets Under Management

$1.0B

Number of Clients

1,654

Number of Advisors

22

Average Client AUM

$605K

AUM per Advisor

$45.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Onyx Bridge Wealth Group offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. They use third-party research and offer tailored services. The firm is affiliated with Onyx Bridge Tax Group and Onyx Bridge Retirement Group.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Location

120 White Plains Road, Suite 115, Tarrytown, NY, 10591

22 Advisors at this firm

AT
Alan Neal Tocman
BP
Brandon H Place
CS
Cynthia-Elaine Leal Schlanger
DO
Daniel James O'shea
DR
Daniel James Reeves
DR
David Adam Ringler
EE
ChFC
Evan Owen Michael Evans
JC
Jared Michael Cohen
JS
Jason Raymond Savey
JF
CFP
Jay H Freeberg
JS
Jeremy F Schlanger
JM
Joseph Anthony Madio
KM
Kevin C Moody
MG
ChFC
Marshall Holt Gilman
NT
Nancy Marie Tolli
NS
Nicholas Stephen Sutro
OG
Olac Pallan Gayol
PM
Paul Randall Maynor
RW
Raymond Christopher Wilson
RL
Richard Louis Leimgruber
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Onyx Bridge Wealth Group Llc | TrueAdvisor