Stephanie Poche
Onyx Bridge Wealth Group · Lakeside, California
Stephanie Poche is a fee-only financial advisor at Onyx Bridge Wealth Group in Lakeside, California. Stephanie focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Onyx Bridge Wealth Group |
|---|---|
| Based in | Lakeside, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 4,450 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5046799 |
| Exams passed | Series 63 (2007) · Series 65 (2014) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.onyxbridge.com |
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Questions about Stephanie
Is Stephanie Poche a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Onyx Bridge Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Poche based?
Stephanie Poche is based in Lakeside, California.
What does Stephanie specialize in?
Stephanie's specialties include family wealth transfer, estate & legacy planning and small business owners. Stephanie works with multi-generational families.
Is Stephanie Poche registered with the SEC?
Yes. Stephanie Poche is registered as an investment adviser representative in CA (CRD 5046799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Bridge Wealth Group manage?
Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.
How do I contact Stephanie Poche?
Through Stephanie's website, www.onyxbridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Onyx Bridge Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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