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CHAPEL BRIDGE WEALTH ADVISORS
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CRD 313295 · SEC 801-125816
53 PALMERAS STREET, SUITE 601, SAN JUAN, PR, 00901, United States
Phone
614-552-8200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$273.6M
Discretionary AUM
$272.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.2M |
| High net worth individuals | 9 | $198.0M |
| Pooled investment vehicles | 1 | $6.9M |
| Charitable organizations | 3 | $1.6M |
States served
OH, PR
All web addresses on file
Official SEC filing: View on IAPD