$1.4B Total AUM
$1.4B Disc. AUM
37.1% 3Y CAGR
32 Employees
1,848 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumPioneer +more
- Established Date
- 02-06-2020
- Office Locations
- 12
Office Locations
1101 Wootton Parkway Suite 400 Rockville MD
120 Arrandale Exton PA
120 White Plains Road Suite 115 Tarrytown NY
About Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group is a tech-forward wealth planning and investment advisory firm serving retail and institutional clients, focused on making financial planning and investing clear and accessible. The team emphasizes proactive, objective portfolio decisions and uses ETFs as a core building block in managed accounts. Custody includes Charles Schwab, and the firm operates across a multi-office footprint.
Team overview
52 AVG AGE
$72.1M AVG AUM / ADVISOR
$741.5K AVG AUM / CLIENT
3.4 yrs AVG TENURE
32 Employees
19 Advisory Reps
19 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Wave Focus Prime vector Catalyst pathway Timber crest Insight Vector Foundation Oak peak Ridge Momentum ember Frontier
Client Personas
Insight radial Wave
Custodian
Vital quantum Quantum frontier Crest Fusion wave Alpha Delta Harbor Vector meridian Peak Summit Beacon Oak focus Optima Wave Peak Horizon summit
Investment Themes
Unison insight Value Summit pathway Pathway Crest optima Alpha catalyst
Investment Vehicles
Harbor Unison ridge Catalyst
Platform
Horizon beacon Focus unison Frontier Value delta Vector zenith
Services
Capital Catalyst Insight alpha Ridge focus Delta Legacy pioneer Ember ember Bridge bridge Oak Value horizon Legacy focus Radial
Technology
Eagle horizon Wave Harbor
Owner & Executives
S
STEPHANIE ANN POCHE
Chief Operations Officer, Director
- CRD
- #5046799
- Ownership
- Less than 5%
(462) 414-7756
peak.atlas@foundationcapital.com
in linkedin.com/in/bridge-focus
Cynthia-Elaine Leal Schlanger
Chief Compliance Officer
- CRD
- #5767772
- Ownership
- Less than 5%
(914) 620-8924
wave.focus@horizoncapital.com
in linkedin.com/in/peak-radial
Showing 2 of 2 owners & executives
Unlock allContacts
Jared Michael Cohen
Chief Executive Officer, Founder
- CRD
- #4467148
(509) 712-1699
harbor.timber@pioneercapital.com
in linkedin.com/in/harbor-vertex
E
Evan Owen Michael Evans
Private Wealth Advisor
- CRD
- #6808552
(867) 737-9498
momentum.optima@zenithcapital.com
in linkedin.com/in/glacier-legacy
A
Atlas value
Quantum legacy prime
- CRD
- #27335
(495) 294-9287
atlas.momentum@momentumcapital.com
in linkedin.com/in/quantum-catalyst
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,363,463,539 | $306,948 |
| Non-Discretionary | $6,905,409 | $863,176 |
| Total | $1,370,368,948 | $307,948 |
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Separately Managed Accounts
Total SMA Asset: $1,370,368,948
Equity - Exchange:
20.5% Public Funds:
4.8% Other:
26.5% Cash:
22.0% Equity - OTC:
12.1% Private Funds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,619,680,388 | 20.5% |
| Public Funds | $379,242,237 | 4.8% |
| Other | $2,093,733,184 | 26.5% |
| Cash | $1,738,193,587 | 22.0% |
| Equity - OTC | $956,006,473 | 12.1% |
| Private Funds | $1,114,024,072 | 14.1% |
| Total | $7,900,879,941 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MERIDIAN HARBOR | VERTEX PRIME | DO8Q71IJC | TEYG | 8.25% | $47,787,624 |
| VALUE WAVE FOCUS | RIDGE BEACON | 8M061N1U7 | HLIPL | 2.51% | $71,137,162 |
| MATRIX BRIDGE | PEAK PATHWAY | N9U3BNNMY | ODF | 5.88% | $12,776,390 |
| ATLAS UNISON CATALYST | BRIDGE BRIDGE | LZ6PJBROL | IMG | 5.63% | $13,838,272 |
| VERTEX NORTH | ALPHA ATLAS | 3KYT5WAZ1 | VIAU | 6.86% | $11,458,712 |
| UNISON QUANTUM | ATLAS INSIGHT | LF5H43SAU | ZBHR | 10.11% | $2,755,273 |
| CAPITAL OAK FOCUS | SUMMIT FUSION | KRR6SZ4KZ | DXO | 6.69% | $53,704,038 |
| MERIDIAN OPTIMA RADIAL | CAPITAL EAGLE | J9TRQ97KM | DHV | 11.76% | $40,122,337 |