Chapel Bridge Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 25, 2026, reports $274M in regulatory assets under management, 3 employees, 2 offices, and 233 accounts.
Assets Under Management
$274M
Employees
3
Offices
2 offices
Total Clients
25
Primary office
SAN JUAN, PR
53 PALMERAS STREET, SUITE 601, SAN JUAN, PR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 36.0% of total clients.
Top client categories% of clientsClients
1
HNWI
36.0%
9
2
Individuals
32.0%
8
3
FAMILY PARTNERSHIPS
16.0%
4
4
Charitable
12.0%
3
5
Pooled Investment Vehicles
4.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$274Mas of March 25, 2026
Discretionary99.7%
$273M
100% of total RAUM99.7%
Non-discretionary0.3%
$838K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$274M
Total Accounts233
10Y AUM Change+$98M (+55.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee8:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.