Bank / Wealth / TrustRIA · CRD 331330SEC-Registered

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Onyx Wealth Management

Founded in 2016 and based in Lakewood, Illinois, Onyx Wealth Management provides financial planning, portfolio management, and investment advisory services to...

Onyx Wealth Management logo

Onyx Wealth Management

Founded in 2016 and based in Lakewood, Illinois, Onyx Wealth Management provides financial planning, portfolio management, and investment advisory services to individuals, high-net-worth families, and institutions. The firm's Illinois footprint places it within a competitive local wealth-management market, but little public information exists about its founding principals or the specific origins of its client base. Onyx's disclosed service set includes financial planning, portfolio management, and broader investment management. The firm describes itself as serving individuals alongside high-net-worth and institutional clients, a configuration typical of a regional registered investment advisor offering personalized asset allocation and manager selection rather than proprietary fund vehicles. No publicly identified portfolio companies, direct deals, or co-investment structures are available, and the firm's website does not surface a detailed strategy breakdown beyond these service categories. The firm's professional headcount and total assets under management are not publicly disclosed. Onyx does not appear to operate additional offices outside Illinois or maintain adjacent vehicles such as philanthropic foundations, real-asset arms, or membership-based co-investor clubs. No dated operational events from the last 24 months are verifiable through public record. Onyx's structural differentiator lies in what it is not: it is not a multi-family office aggregator, an institutional allocator, or a venture-backed wealth-tech platform. It is a single-location, Illinois-based advisory practice serving a mix of retail and private-wealth clients without a visible national brand or institutionalized investment committee, a posture that places succession, scale, and client concentration among the key questions for any counterparty evaluating the firm.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lakewood

Corporate office

Lakewood, IL, United States

Frequently asked questions

What services does Onyx Wealth Management offer?

Onyx provides financial planning, portfolio management, and investment management. These services are offered to a client base that includes individuals, high-net-worth families, and institutions. Specific investment mandates or managed-account structures are not detailed in the firm's public disclosures.

Who runs investment decisions at Onyx Wealth Management?

Onyx has not publicly named its principals, lead portfolio managers, or investment committee members. For counterparties requiring a named decision-maker, direct outreach to the firm will be necessary.

Is Onyx Wealth Management structured as a multi-family office?

No. Onyx is organized as a wealth management and investment advisory practice serving a mix of retail and high-net-worth clients. It does not present itself as a multi-family office or an institutional family-office platform.

Does Onyx Wealth Management manage commingled funds or direct investment vehicles?

There is no public evidence that Onyx operates commingled funds. The firm's stated service set — portfolio management and investment management — suggests individualized client accounts rather than pooled fund vehicles.

What is Onyx Wealth Management's known posture on co-investments alongside external managers?

Onyx has not disclosed involvement in co-investment programs, alternative-asset club deals, or direct private-market transactions. Its public-facing materials describe a more traditional advisory offering centered on portfolio construction and financial planning.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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