Stephanie Ann Poche
Investment adviser representative at Onyx Bridge Wealth Group LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Onyx Bridge Wealth Group LLCJan 2021 to now
- Elite Investment Team, LLCApr 2019 to Jan 2021
- Foresters Equity Services, Inc.Sep 2005 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5046799
- Firm CRD
- 306097