Richard Louis Leimgruber
Investment adviser representative at Onyx Bridge Wealth Group LLC
23 yearsExperience
3 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Onyx Bridge Wealth Group LLCSep 2021 to now
- Purshe Kaplan Sterling InvestmentsOct 2021 to Jul 2024
- Feghan and AssociatesDec 2005 to Jun 2018
- Ameriprise Financial Services, Inc.Apr 2003 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NY).
Onyx Bridge Wealth Group LLC
$1.4BAssets managed
1,846Clients
22Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2789568
- Firm CRD
- 306097