Onyx Bridge Wealth Group LLC

Overview

Onyx Bridge Wealth Group LLC is an SEC registered investment adviser based in Tarrytown, NY, registered since 2020. It reports $1.4B in assets under management across 4,450 accounts, with 32 employees. It has 22 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

99%

Accounts

4,450

Average account

$308K

Employees

32

Advisory reps

22

Registered since

2020

Jurisdictions

22

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Cynthia-Elaine Leal Schlanger Chief Compliance Officer CRD 5767772
• Stephanie Ann Poche Chief Operating Officer CRD 5046799

Advisory reps 3 of 22

• Jared Michael Cohen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4467148
• Evan Owen Michael Evans Insurance Agent · Investment Adviser Rep CRD 6808552
• Jay H Freeberg Investment Adviser Rep CRD 1812003

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

120 White Plains Rd Ste 115
Tarrytown, NY 10591

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: onyxbridge.com

Every state, with registration dates

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