Richard
Leimgruber

Onyx Bridge Wealth Group LLC

CRD#2789568
Investment Advisor
in Tarrytown, NY

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About this Advisor

Richard Leimgruber is a financial advisor operating out of Tarrytown, New York who has 2 years of industry experience. Leimgruber is currently employed by Onyx Bridge Wealth Group LLC. Throughout their career, Leimgruber has worked at Ameriprise Financial Services, Inc, Onyx Bridge Wealth Group LLC, Feghan And Associates and Purshe Kaplan Sterling Investments. Leimgruber holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York and Washington. Onyx Bridge Wealth Group LLC is a financial advisory firm that has its headquarters in Tarrytown, NY. The investment advisory business has offices in six locations and a total of 18 employees. It oversees $469 million in assets among its 2,608 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 2,608 accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the type of financial services provided. Fee types charged by Onyx Bridge Wealth Group LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 White Plains Road Suite 115
Tarrytown, NY 10591

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Onyx Bridge Wealth Group LLC Brokerage Details

Total Assets Under Management

$468,864,572

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

2,608

NY Average: 3,892
Average Account Size

$179,779

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Richard Leimgruber Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Onyx Bridge Wealth Group LLC

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2005 - 2018 (13 years)

Feghan And Associates

2003 - 2021 (18 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Leimgruber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onyx Bridge Wealth Group LLC

Paul Maynor
Dover, DE
David Ringler
Tarrytown, NY
Alan Tocman
Tarrytown, NY
David Herrman
Tarrytown, NY
Jeremy Schlanger
Spring, TX
Daniel O'Shea
Tarrytown, NY
Nicholas Sutro
Tarrytown, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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