Tarun Mehta

2 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Onyx Bridge Wealth Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,654 clients

Average Client Portfolio

$605K average

Assets Under Management

$1.0B

Fee Structure

Location

1101 Wootton Parkway, Suite 400, Rockville, MD, 20852

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Tarun is the President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, providing investment management and tax services. This role requires a full-time commitment.

Employment History

Current Registrations

Onyx Bridge Wealth Group LLC

September 2025 - Present · 5 mos

Eaglestone Wealth Advisors, INC.

March 2023 - Present · 2 yrs 11 mos

State Registrations6 states

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Advisor

Exams

No exam information available for this advisor.