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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Puerto Rico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, RENEE, SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
| DAVIES, JOSEPH, STUART | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (2)
OH PR
Address
53 PALMERAS STREETSUITE 601
SAN JUAN, PR 00901
United States
Phone: 614-552-8200