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| Onyx Bridge Wealth Group LLC
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| |
|---|---|
| CRD # | 306097 |
| SEC # | 801-118022 |
| CIK # | 0001819476 |
| AUM | $815.7 MM (2024-03-19) |
| Employees | 18 (61% Investors, 28% Brokers) |
| Phone | 914-909-6699 |
| Address | 120 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.6 | |
| SPEM | 7.4 | ||
| NVDA | 399,550.0 | 7.3 | |
| MSFT | 1,918,222.4 | 6.5 | |
| AMZN | 1,092,997.8 | 5.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,091 | 239.2 |
| (b) Individuals (high net worth individuals) | 115 | 206.3 |
| (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 | 8 | 8.2 |
| (h) Charitable organizations | 3 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 5.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,608 | 468.9 |
| By Discretionary | ||
| Discretionary | 2,466 | 457.5 |
| Non-Discretionary | 142 | 11.4 |
| Total | 2,608 | 468.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 468.7 | |
| Total | 2,608 | 468.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001819476] |
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|---|---|---|
|
Sanders Morris LLC
✚
|
TX | 0.8 |
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Mengis Capital Management Inc
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OR | 0.8 |
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Aspire Capital Advisors LLC
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WA | 0.8 |
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Gould Asset Management LLC
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CA | 0.8 |
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Glass Jacobson Investment Advisors LLC
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MD | 0.8 |
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Pinnacle Wealth Advisors
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TN | 0.8 |
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SMI Advisory Services LLC
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IN | 0.8 |
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Premier Path Wealth Partners LLC
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NJ | 0.8 |
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Chequers Financial Management LLC
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CA | 0.8 |
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Bluestem Wealth Partners LLC
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MN | 0.8 |