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ONYX BRIDGE WEALTH GROUP LLC

TARRYTOWN, NY · CRD 306097 · IAPD ↗ · onyxbridge.com · (914) 909-6699

$1.37BRegulatory AUM
19Advisory reps
32Employees
2Clients
101-250Planning clients
0Private funds
22States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — ONYX BRIDGE WEALTH GROUP LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — ONYX BRIDGE WEALTH GROUP LLC reported RAUM up 37% ($1.00B -> $1.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — ONYX BRIDGE WEALTH GROUP LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — ONYX BRIDGE WEALTH GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — ONYX BRIDGE WEALTH GROUP LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — ONYX BRIDGE WEALTH GROUP LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — ONYX BRIDGE WEALTH GROUP LLC crossed $1B in regulatory AUM ($815.7M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2024 — ONYX BRIDGE WEALTH GROUP LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ONYX BRIDGE WEALTH GROUP LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — ONYX BRIDGE WEALTH GROUP LLC crossed $500M in regulatory AUM ($468.9M -> $815.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2024 — ONYX BRIDGE WEALTH GROUP LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
February 2024 — ONYX BRIDGE WEALTH GROUP LLC notice-filed in CO, DC, MD, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.