Onyx Bridge Wealth Group Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 1,846
- Avg AUM / client
- $742K
- Accounts
- 4,450
- Employees
- 32
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,453 | $454M | 33.1% |
| High net worth individuals | 341 | $868M | 63.4% |
| Pension and profit sharing plans | 32 | $28.0M | 2.04% |
| Charitable organizations | 2 | $1.5M | 0.11% |
| Insurance companies | 1 | $8.6M | 0.63% |
| Corporations and other businesses | 17 | $9.9M | 0.72% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Reproductive Medicine Associates Of New York, Llp 401(k) /Profit Sharing Plan Reproductive Medicine Associates Of New York, Llp | 2024 | |
| Janover, Llc 401(k) Plan Janover, Llc | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Michael Cohen | Managing Member | Feb 2020 (7y) | 75% or more | |
| Cynthia Elaine Leal Schlanger | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Paul Randall Maynor | Registered representative | Mar 2021 (5y) | ||
| Alan Neal Tocman | Registered representative | Jul 2021 (5y) | ||
| Daniel James O'shea | Registered representative | Jul 2021 (5y) | ||
| Jason Raymond Savey | Registered representative | Jul 2021 (5y) | ||
| Joseph Anthony Madio | Registered representative | Jul 2021 (5y) | ||
| Richard Louis Leimgruber | Registered representative | Sep 2021 (5y) | ||
| David Adam Ringler | Registered representative | Oct 2021 (5y) | ||
| Nicholas Stephen Sutro | Registered representative | Sep 2022 (4y) | ||
| Jeremy F Schlanger | Registered representative | Sep 2022 (4y) | ||
| Marshall Holt Gilman | Registered representative | Chartered Financial Consultant | Oct 2022 (4y) | |
| Jay H Freeberg | Registered representative | CFP | Mar 2023 (3y) | |
| Brandon H Place | Registered representative | Oct 2023 (3y) | ||
| Evan Owen Michael Evans | Registered representative | Chartered Financial Consultant | Nov 2024 (2y) | |
| Raymond Christopher Wilson | Registered representative | Dec 2024 (2y) | ||
| Stephanie Ann Poche | Registered representative | Jan 2025 (2y) | ||
| Nancy Marie Tolli | Registered representative | Jan 2025 (2y) | ||
| Daniel James Reeves | Registered representative | Sep 2025 (1y) | ||
| Kevin C Moody | Registered representative | Sep 2025 (1y) | ||
| Tarun Mehta | Registered representative | Sep 2025 (1y) | ||
| Matthew Eugene Mccarter | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Reproductive Medicine Associates Of New York, Llp 401(k) /Profit Sharing Plan | Reproductive Medicine Associates Of New York, Llp | 0 | $0 | 01/01/2024 |
| Janover, Llc 401(k) Plan | Janover, Llc | 0 | $7.6K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $809M (59% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗