Onyx Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$978,318
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$75,255
About
The firm provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses and, notably, charitable organizations. Services include tailored portfolio construction using equities and diversified ETFs, cash-flow analysis, insurance and referrals to tax or estate professionals as part of comprehensive financial planning.
Investment decisions draw on both fundamental and technical analysis to build portfolios aligned with clients’ objectives, liquidity needs, risk tolerance and tax considerations. Portfolios are typically managed on a discretionary basis through a nationally recognized custodian, with ongoing monitoring and at least annual account reviews.
The firm’s brochure discloses two less-common features for peers: it accepts charitable organization clients and permits supervised persons who are licensed insurance agents to recommend insurance products on a commission basis, creating a disclosed potential conflict of interest. The brochure also notes that the principal maintains a separate, non-advisory full‑time engagement outside the firm and that insurance-related activities are limited in scope, both of which are highlighted as operational considerations for prospective clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
General tax planning
Wealth management
Passive / index investing
Fee options
Financial planning fixed fees ranging from $350 to $5,000 depending on scope and service.
$0 - $100,000: 1.50% $100,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Certain Supervised Persons may offer insurance products under commission arrangements separately from advisory services.
Financial planning and consulting fees generally $250 per hour.
Main office location
Onyx Wealth Management LLC
Lakewood NJ, United States
Number of offices
1
Most active in
Onyx Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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