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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 25 | 21 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.