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| Happy Holidays!! thanks for using AUM13F!! |
| Onyx Bridge Wealth Group LLC
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|---|---|
| CRD # | 306097 |
| SEC # | 801-118022 |
| CIK # | 0001819476 |
| AUM | $1.0 B (2025-04-15) |
| Employees | 28 (61% Investors, 18% Brokers) |
| Phone | 914-909-6699 |
| Address | 120 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.0 | ||
| Nvidia Corp | 8.7 | ||
| Microsoft Corp | 7.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,357 | 378.6 |
| (b) Individuals (high net worth individuals) | 258 | 587.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 18.4 |
| (h) Charitable organizations | 2 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 7.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,852 | 1,000.9 |
| By Discretionary | ||
| Discretionary | 3,844 | 994.1 |
| Non-Discretionary | 8 | 6.8 |
| Total | 3,852 | 1,000.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 998.7 | |
| Total | 3,852 | 1,000.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819476] |
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|---|---|---|
|
Activest Wealth Management LLC
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FL | 1.0 |
|
Regency Investment Advisors Inc
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CA | 1.0 |
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KWB Wealth
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CA | 1.0 |
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Portland Global Advisors LLC
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ME | 1.0 |
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Strategic Financial Concepts LLC
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TX | 1.0 |
|
Campbell Wealth Management Inc
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VA | 1.0 |
|
Capital Wealth Management LLC
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RI | 1.0 |
|
Tennessee Valley Asset Management Partners LLC
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|
TN | 1.0 |
|
Reagan Companies Asset Management Inc
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NY | 1.0 |
|
Hendershot Investments Inc
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1.0 |