# Tarun Mehta

> Tarun Mehta is a fee-only financial advisor at Onyx Bridge Wealth Group in Rockville, Maryland. Tarun 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.

Page: https://find.wellspent.co/advisors/tarun-mehta/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Onyx Bridge Wealth Group
- **Based in:** Rockville, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 4,450 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 4795868 (https://adviserinfo.sec.gov/individual/summary/4795868)
- **SEC registration:** Investment adviser representative in AZ, DC, MD, NC, PA, TX, VA
- **Exams passed:** Series 65 (2023), Series 66 (2022)
- **Firm size:** 32 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.onyxbridge.com

## Frequently asked questions

### Is Tarun Mehta a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tarun 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 Tarun charge for financial advice?

Tarun's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tarun Mehta based?

Tarun Mehta is based in Rockville, Maryland.

### What does Tarun specialize in?

Tarun's specialties include family wealth transfer, estate & legacy planning and small business owners. Tarun works with multi-generational families.

### Is Tarun Mehta registered with the SEC?

Yes. Tarun Mehta is registered as an investment adviser representative in AZ, DC, MD, NC, PA, TX and VA (CRD 4795868), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Tarun Mehta?

Through Tarun's website, www.onyxbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4795868): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://onyxbridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.