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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-06-2020
- Office Locations
- 12
Office Locations
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.
Reported data analysis
What the numbers show
Between December 3, 2025 and May 26, 2026, reported AUM increased 36.9%, from $1.0B to $1.4B.
Across 5 reported observations, AUM increased 209.8% between October 20, 2022 and May 26, 2026, from $442.4M to $1.4B.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 19 advisory representatives and 1,848 clients, or 97.3 clients per representative. That equates to $741.5K in reported AUM per client.
The profile lists 12 reported office locations and 6 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Onyx Bridge Wealth Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHANIE ANN POCHE
Chief Operations Officer, Director
- CRD
- #5046799
- Ownership
- Less than 5%
Cynthia-Elaine Leal Schlanger
Chief Compliance Officer
- CRD
- #5767772
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jared Michael Cohen
Chief Executive Officer, Founder
- CRD
- #4467148
Evan Owen Michael Evans
Private Wealth Advisor
- CRD
- #6808552
Showing 2 of 22 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Onyx Bridge Wealth Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Onyx Bridge Wealth Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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