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| Onyx Bridge Wealth Group LLC
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|---|---|
| CRD # | 306097 |
| SEC # | 801-118022 |
| CIK # | 0001819476 |
| AUM | 1.4 B (2026-05-26) |
| Employees | 32 (59% Investors, 22% Brokers) |
| Phone | 914-909-6699 |
| Address | 120 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001819476 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.7 | ||
| Nvidia Corp | 17.4 | ||
| Penumbra Inc | 8.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,453 | 454.2 |
| (b) Individuals (high net worth individuals) | 341 | 868.1 |
| (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 | 32 | 28.0 |
| (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 | 8.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,450 | 1,370.4 |
| By Discretionary | ||
| Discretionary | 4,442 | 1,363.5 |
| Non-Discretionary | 8 | 6.9 |
| Total | 4,450 | 1,370.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,370.1 | |
| Total | 4,450 | 1,370.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001819476] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail, Research |
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