Chapel Bridge Wealth Advisors, LLC
● SEC registered since 2022CRD 313295SEC# 801-125816San Juan, PR
Ranks #4,709 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$273.6M
Fund GAV
$6.9M
Private funds
1
Employees
3
Accounts
233
Location
San Juan, PR
Chapel Bridge Wealth Advisors, LLC assets under management
Chapel Bridge Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in San Juan, PR. The firm has been registered since 2022. It reports $273.6 million in regulatory assets under management and employs 3 people. Chapel Bridge Wealth Advisors, LLC manages 1 private fund with combined gross assets of $6.9 million, including Chapel Bridge Fund I LP. By regulatory assets, it ranks 4,709 of 6,004 private fund managers.
Chapel Bridge Wealth Advisors, LLC private funds
1 funds · $6.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Chapel Bridge Fund I LP | Private Equity | $6.9M | $100K |
Chapel Bridge Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Stuart Davies Control | Managing Member | Over 75% | 2021 |
| Renee Sue Davies | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Chapel Bridge Wealth Advisors, LLC manage?
Chapel Bridge Wealth Advisors, LLC reports $273.6 million in regulatory assets under management on its Form ADV.
How many private funds does Chapel Bridge Wealth Advisors, LLC manage?
Chapel Bridge Wealth Advisors, LLC manages 1 private funds with combined gross assets of $6.9 million.
How many employees does Chapel Bridge Wealth Advisors, LLC have?
Chapel Bridge Wealth Advisors, LLC reports 3 employees.
Where is Chapel Bridge Wealth Advisors, LLC located?
Chapel Bridge Wealth Advisors, LLC is based in San Juan, PR and has been SEC-registered since 2022.
Does Chapel Bridge Wealth Advisors, LLC disclose fund performance?
Chapel Bridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 53 Palmeras Street, Suite 601, San Juan, PR 00901 |
| Phone | 614-552-8200 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$273.6M▲ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$273.6Mregulatory AUM
Discretionary $272.8MNon-discretionary $838K
Service providers
Auditor
Administrator