Tarun Mehta
Investment adviser representative at Onyx Bridge Wealth Group LLC
15 yearsExperience
7 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
Are you Tarun Mehta? Claim your profile
Contact this firm
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
15 years in the industry.
- Onyx Bridge Wealth Group LLCSep 2025 to now
- Eaglestone Wealth Advisors, Inc.Jan 2017 to now
- Eaglestone Wealth Advisors, Inc.Jan 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 7 states (AZ, DC, MD, NC, PA, TX, VA).
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
- 4795868
- Firm CRD
- 306097