CHAPEL BRIDGE WEALTH ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$274M

Discretionary

$273M

100% of AUM

Avg account

$1.2M

Accounts

233

Employees

Advisory reps

Firm details

Headquarters: SAN JUAN, PR
CRD number: 313295
Registered since: June 6, 2022
Website: www.chapelbridge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.38%
Other23.71%
Pooled Investment Vehicles2.52%
Individuals0.82%
Charitable Organizations0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Chapel Bridge Wealth Advisors is an independent registered investment adviser that positions itself as both a portfolio manager and a capital allocator. The firm provides fiduciary financial planning and portfolio management for individuals, families and pooled investment vehicles, and also performs selection-of-other-advisers services. Chapel Bridge acts in sponsor/GP and managing member roles for pooled vehicles, indicating an active role in structuring or overseeing third-party funds in addition to advising client portfolios. Investment activity emphasizes a multi-asset approach with a meaningful allocation to third‑party alternative managers. The firm charges a mix of percentage-of-AUM and fixed fees. Chapel Bridge is not identified as an ESG-focused manager on its filings and is not listed as a pension consultant or related adviser. It was registered with the SEC in 2022 and is owned by an individual principal.