Data / Investment advisers / Puerto Rico / Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors, San Juan, PR: $274 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chapel Bridge Wealth Advisors is an SEC registered investment adviser with its main office in San Juan, Puerto Rico and reports $274 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
The request: Watch Chapel Bridge Wealth Advisors (CRD number 313295): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 313295
- SEC file number
- 801-125816
- SEC status
- Approved, effective June 6, 2022
- Legal name
- Chapel Bridge Wealth Advisors, LLC
- Main office
- 53 Palmeras Street Suite 601, San Juan, PR 00901
- Phone
- (614) 552-8200
- Website
- chapelbridge.com
- Regulatory AUM
- $273,603,001 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $272,764,926
- Non discretionary AUM
- $838,075
- Accounts
- 233
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $6,881,588
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $198 million |
| Pooled investment vehicles | 1 | $6.9 million |
| Individuals (other than high net worth individuals) | 8 | $2.2 million |
| Charitable organizations | 3 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $273.6 million | March 25, 2026 |
| December 1, 2025 | $182.1 million | October 28, 2025 |
Other advisers in San Juan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alphacentric Advisors LLC | San Juan | $433.1 million | Not listed | adviserinfo.sec.gov |
| Gamma Asset Management LLC | San Juan | $424.8 million | Not listed | adviserinfo.sec.gov |
| Oriental Financial Services LLC | San Juan | $419.6 million | Not listed | adviserinfo.sec.gov |
| Thomas Wright Asset Management, Inc. | San Juan | $341.3 million | Not listed | adviserinfo.sec.gov |
| Oriental Trust | San Juan | $322.6 million | Not listed | adviserinfo.sec.gov |
| VRM Penzini Capital L.L.C. | San Juan | $269.2 million | 12 | adviserinfo.sec.gov |
| Fairview Asset Management LLC | San Juan | $256 million | 10 | adviserinfo.sec.gov |
| Rioblanco Capital LLC | San Juan | $172 million | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Juan, PR
- Investment advisers in Puerto Rico
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Chapel Bridge Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.