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CHAPEL BRIDGE WEALTH ADVISORS
Legal name: CHAPEL BRIDGE WEALTH ADVISORS, LLC
CRD 313295File 801-125816
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$273.6M
Below cohort median (national)
Discretionary AUM
$272.8M
Non-discretionary $838K
Clients
21
233 accounts
Employees
3
Below cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 6, 2022
- Principal office
- 53 PALMERAS STREET, SUITE 601, SAN JUAN, PR, 00901
- Phone
- 614-552-8200
- Website
- http://www.chapelbridge.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $273.6M
- Discretionary AUM
- $272.8M
- Non-discretionary AUM
- $838K
- Discretionary accounts
- 232
- Non-discretionary accounts
- 1
- Total accounts
- 233
- AUM per client
- $13.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 9 | $198.0M |
| Pooled investment vehicles | 1 | $6.9M |
| Individuals (other than high net worth individuals) | 8 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 25 | 21 | decreased by4 |
| Apr 1, 2026 | Clients | 26 | 25 | decreased by1 |
| Apr 1, 2026 | AUM | $182,104,017 | $273,603,001 | increased by$91,498,984 |
| Apr 1, 2026 | Accounts | 193 | 233 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 26 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $175,988,894 | $182,104,017 | increased by$6,115,123 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 193 | increased by69 |
| Jul 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHAPEL BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHAPEL BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.