Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors is an SEC-registered wealth manager in San Juan, PR with $273.6M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Chapel Bridge Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313295, SEC 801-125816, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $273.6M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- San Juan, PR
- Employees
- 3
- Clients
- 25
- CRD
- 313295
- Ownership
- DAVIES, JOSEPH, STUART; DAVIES, RENEE, SUE
How much AUM does Chapel Bridge Wealth Advisors have?
Chapel Bridge Wealth Advisors reported $273.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Chapel Bridge Wealth Advisors?
Disclosed owners and executives of Chapel Bridge Wealth Advisors include DAVIES, JOSEPH, STUART, DAVIES, RENEE, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.