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CHAPEL BRIDGE WEALTH ADVISORS
53 Palmeras Street
Suite 601
San Juan, Puerto Rico 00901
Tel: 614-552-8200
About CHAPEL BRIDGE WEALTH ADVISORS
CHAPEL BRIDGE WEALTH ADVISORS, formally registered with the SEC as CHAPEL BRIDGE WEALTH ADVISORS. The firm was established in 06/06/2022. They have over 3 offices throughout the country.
CHAPEL BRIDGE WEALTH ADVISORS is a San Juan, Puerto Rico based Financial Planning firm with nearly $175,402,648 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313295 |
| SEC# | 801-125816 |
| Assets Managed by Firm | $175,402,648 |
| No. of Clients | 198 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 198 | $175,402,648 |
| Individuals (other than high net worth individuals) | 5 | $2,090,838 |
| High net worth individuals | 9 | $87,767,830 |
| Charitable organizations | 6 | $1,810,529 |
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