$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
2530 Meridian Parkway Suite 300 Durham NC
About Onyx Wealth Management, LLC
Onyx Wealth Management is an independent, fee-only RIA providing holistic financial planning and investment advice. The firm operates as a fiduciary and does not sell products or take commissions, emphasizing client education and offering in-person or virtual meetings. Serves retail clients including athletes, with an interest in tax-efficient and socially responsible strategies, and custody through Altruist.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$272.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CURTIS RANDALL BYRD
Chief Compliance Officer, Managing Member
- CRD
- #6421634
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,275,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,275,783 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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