Tarun Mehta
Onyx Bridge Wealth Group · Rockville, Maryland
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $1.37B across 4,450 accounts |
| SEC registration | Investment adviser representative in AZ, DC, MD, NC, PA, TX, VA · CRD 4795868 |
| Exams passed | Series 65 (2023) · Series 66 (2022) |
| Firm size | 32 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.onyxbridge.com |
| Profile |
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Questions about Tarun
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.
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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