ONYX BRIDGE WEALTH GROUP LLC
Latest filing: Apr 15, 2025 (97 days ago)
AUM
$1,000,901,317
23% change vs. 1 year ago
126% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
28
17% change vs. 1 year ago
27% change vs. 3 years ago
180% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
TARRYTOWN, NY
120 WHITE PLAINS ROAD, TARRYTOWN, NY, UNITED STATES, 10591
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,357 | $0.4 |
| Average Individual AUM | $278,987 | |
| HNW | 258 | $0.6 |
| Average HNW AUM | $2,276,043 | |
| Retail Total | 1,615 | $1.0 |
| Average Retail AUM | $598,021 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 71% | $0.7 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 15% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 8% | $0.1 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
16 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEREMY SCHLANGER | TARRYTOWN | NY | S66|2015-11-20 | ||||||
| TERRY WEBB | TARRYTOWN | NY | S66|2004-01-05 | ||||||
| BRANDON PLACE | TARRYTOWN | NY | S66|2017-11-17 | ||||||
| NICHOLAS SUTRO | TARRYTOWN | NY | S66|2005-10-28 | ||||||
| ALAN TOCMAN | TARRYTOWN | NY | S63|2004-08-31|S65|2011-12-27 | ||||||
| MARSHALL GILMAN | TARRYTOWN | NY | S63|1993-08-27|S65|2009-05-19 | CHARTERED FINANCIAL CONSULTANT | |||||
| STEPHANIE POCHE | TARRYTOWN | NY | S63|2007-08-27|S65|2014-12-29 | ||||||
| CYNTHIA-ELAINE SCHLANGER | TARRYTOWN | NY | S63|2012-09-08|S65|2014-07-18 | ||||||
| JARED COHEN | TARRYTOWN | NY | S66|2002-01-18 | ||||||
| JAY FREEBERG | TARRYTOWN | NY | S63|1988-03-28|S65|1998-07-13 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL O'SHEA | TARRYTOWN | NY | S63|1998-02-13|S65|2007-01-30 | ||||||
| JOSEPH MADIO | TARRYTOWN | NY | S63|2007-10-30|S66|2008-04-05 | ||||||
| PAUL MAYNOR | TARRYTOWN | NY | S63|1996-09-11|S65|1996-09-11 | ||||||
| DAVID RINGLER | TARRYTOWN | NY | S63|1997-04-02|S65|2005-12-22 | ||||||
| RICHARD LEIMGRUBER | TARRYTOWN | NY | S63|1997-03-05|S65|2013-11-07 | ||||||
| JASON SAVEY | TARRYTOWN | NY | S63|1998-11-05|S65|2008-11-11 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.0 | $0.0 | 0% | 28 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 28 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.2 | 23% | 24 | 4 | 17% |
| 2023-04-04 | $0.5 | $0.5 | 113% | 18 | 10 | 56% |
| 2022-04-01 | $0.4 | $0.6 | 126% | 22 | 6 | 27% |
| 2021-04-05 | $0.3 | $0.7 | 237% | 24 | 4 | 17% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 10 | 18 | 180% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CA-01/05/2021, CO-01/03/2024, CT-06/16/2021, DC-01/03/2024, DE-03/12/2021, FL-01/05/2021, GA-01/05/2021, IN-11/27/2024, LA-08/30/2022, MA-06/16/2021, MD-01/03/2024, NC-06/16/2021, NH-06/16/2021, NJ-06/22/2021, NV-08/06/2021, NY-04/07/2020, PA-01/05/2021, SC-06/16/2021, TN-01/03/2024, TX-03/22/2020, UT-01/05/2021, VA-01/03/2022, WA-09/13/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV