CHAPEL BRIDGE WEALTH ADVISORS, LLC
Doing business as CHAPEL BRIDGE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$273,603,001
Discretionary
$272,764,926
Non-discretionary
$838,075
Firm details
- CRD number
- 313295
- SEC file number
- 801-125816
- Main office
- SAN JUAN, PR, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.chapelbridge.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.