Tarun Mehta

EAGLESTONE WEALTH ADVISORS

Rockville, MD 20852

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CRD#: 4795868

Professional summary

Tarun Mehta, who also goes by Tarun Mehta, is a registered financial advisor currently at EAGLESTONE WEALTH ADVISORS, INC. located in Rockville, Maryland and ONYX BRIDGE WEALTH GROUP LLC located in Rockville, Maryland.

Tarun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tarun has worked at 2 firms and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tarun Mehta

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) EagleStone Tax & Wealth Advisors, investment management & tax services, 1101 Wootton Pkwy, Suite 1101, Rockville, MD 20852, President & Chief Compliance Officer, 02/2007 start date, 40 hours/month - Temporary, as EagleStone's client relationships transition to Onyx Bridge Wealth Group following an asset purchase.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tarun Mehta's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2023 - Present

EAGLESTONE WEALTH ADVISORS, INC.

Office #1: 1101 Wootton Parkway Suite 400, Rockville, MD 20852

RIA

CRD#: 141014

Rockville, MD

Current

September 22, 2025 - Present

ONYX BRIDGE WEALTH GROUP LLC

Office #1: 1101 Wootton Parkway Suite 980, Rockville, MD 20852

RIA

CRD#: 306097

Rockville, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/20/2025)

IAR

District of Columbia
(10/3/2025)

IAR

Maryland
(3/16/2023)

IAR

Pennsylvania
(9/24/2025)

IAR

Texas
(9/22/2025)

IAR

Virginia
(9/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/28/2022

Uniform Combined State Law Examination

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

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Contact information

Main Address

120 White Plains Road Suite 115, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 909-6699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2A APP 1 - WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	3,852
AUM (Assets Under Management)	$ 1,000,901,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tarun Mehta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tarun Mehta's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLESTONE WEALTH ADVISORS, INC.

ONYX BRIDGE WEALTH GROUP LLC

Primary Firm SEC Registration

ONYX BRIDGE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2023

Series 66

Date: 10/28/2022

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX BRIDGE WEALTH GROUP LLC

TRUST BUT VERIFY

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