Jeremy F Schlanger
Investment adviser representative at Onyx Bridge Wealth Group LLC
10 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
10 years in the industry.
- Onyx Bridge Wealth Group LLCSep 2022 to now
- Sagepoint Financial, Inc.Jun 2017 to Sep 2022
- Aurelia Weems, CpaJan 2017 to Jun 2017
- Bar LouieMar 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6562746
- Firm CRD
- 306097