CHAPEL BRIDGE WEALTH ADVISORS, LLC
Legal name: CHAPEL BRIDGE WEALTH ADVISORS
CRD #313295 SEC #801-125816 SAN JUAN, PR 614-552-8200
SEC Registered Private Funds
Total AUM
$182.1M
Discretionary
$180.8M
Employees
3
Clients
1
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $182.1M | $180.8M | $1.3M | 3 | 0 |
| Oct 2025 | $182.1M | $180.8M | $1.3M | 3 | 0 |
| Oct 2025 | $182.1M | $180.8M | $1.3M | 3 | 0 |
| Mar 2025 | $182.1M | $180.8M | $1.3M | 3 | 0 |
| Oct 2024 | $175.4M | $174.7M | $670.4K | 3 | 0 |
| Oct 2024 | $175.4M | $174.7M | $670.4K | 2 | 0 |
| Mar 2024 | $175.4M | $174.7M | $670.4K | 2 | 0 |
| Mar 2023 | $160.5M | $160.5M | $0 | 2 | 0 |
| Mar 2023 | $160.5M | $160.5M | $0 | 2 | 0 |
| Jul 2022 | $176M | $176M | $0 | 2 | 0 |
| May 2022 | $176M | $176M | $0 | 2 | 0 |
DateDec 2025
Total AUM$182.1M
Discretionary$180.8M
Non-Disc.$1.3M
Employees3
Clients0
DateOct 2025
Total AUM$182.1M
Discretionary$180.8M
Non-Disc.$1.3M
Employees3
Clients0
DateOct 2025
Total AUM$182.1M
Discretionary$180.8M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2025
Total AUM$182.1M
Discretionary$180.8M
Non-Disc.$1.3M
Employees3
Clients0
DateOct 2024
Total AUM$175.4M
Discretionary$174.7M
Non-Disc.$670.4K
Employees3
Clients0
DateOct 2024
Total AUM$175.4M
Discretionary$174.7M
Non-Disc.$670.4K
Employees2
Clients0
DateMar 2024
Total AUM$175.4M
Discretionary$174.7M
Non-Disc.$670.4K
Employees2
Clients0
DateMar 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients0