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Onyx Bridge Wealth Group LLC CRD 306097
$1.37B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-10 |
| AZ | RA | APPROVED | 2025-10-20 |
| DC | RA | APPROVED | 2025-10-03 |
| PA | RA | APPROVED | 2025-09-24 |
| MD | RA | APPROVED | 2025-09-23 |
| VA | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED_RES | 2025-09-22 |
Branch Locations
1101 Wootton Parkway Suite 400, Rockville, MD 20852 • United States
120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaglestone Wealth Advisors, Inc. | Rockville | MD | 01/2017 | Present |
| Eaglestone Wealth Advisors, Inc. | Rockville | MD | 01/2011 | 12/2016 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 09/2025 | Present |
1) EagleStone Tax & Wealth Advisors, investment management & tax services, 1101 Wootton Pkwy, Suite 1101, Rockville, MD 20852, President & Chief Compliance Officer, 02/2007 start date, 40 hours/month - Temporary, as EagleStone's client relationships transition to Onyx Bridge Wealth Group following an asset purchase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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