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Onyx Wealth Management LLC CRD 331330
$1.00M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Lakewood, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-21 |
| NJ | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Red Bank | NJ | 06/2022 | 08/2023 |
| Vea Group Llc | Eatontown | NJ | 04/2021 | 06/2022 |
| Sephardic Torah Center | Long Branch | NJ | 04/2011 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 08/2023 | 04/2024 |
| Bank Of America, N.A. | Toms River | NJ | 09/2023 | 04/2024 |
| Onyx Wealth Management, Llc | Lakewood | NJ | 04/2024 | Present |
1) Financial Analyst for Enchante Accessories. A wholesale marketing company. 20-30 hours per week. Not investment related. 2) Insurance Licensed - Under 5 hours per month. Licenses to sell Life Insurance and Fixed Annuities. Investment Related. 3) Passive ownership in Synergy Holdings, LLC. An LLC registered in Indiana to hold a real estate investment. Not investment related and activity not conducted during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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