Overview
Assets Under Management: $274 million
Headquarters: SAN JUAN, PR
High-Net-Worth Clients: 9
Average Client Assets: $22.0 million
Frequently Asked Questions
CHAPEL BRIDGE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313295), CHAPEL BRIDGE WEALTH ADVISORS is subject to fiduciary duty under federal law.
CHAPEL BRIDGE WEALTH ADVISORS is headquartered in SAN JUAN, PR.
CHAPEL BRIDGE WEALTH ADVISORS serves 9 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CHAPEL BRIDGE WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
CHAPEL BRIDGE WEALTH ADVISORS manages $274 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CHAPEL BRIDGE WEALTH ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.38%
Average Client Assets: $22.0 million
Total Client Accounts: 233
Discretionary Accounts: 232
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 313295
Filing ID: 2080915
Last Filing Date: 2026-03-25 09:59:13