# Chapel Bridge Wealth Advisors

> Chapel Bridge Wealth Advisors is an SEC-registered investment advisory firm in San Juan, PR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 313295
- Filed as: CHAPEL BRIDGE WEALTH ADVISORS
- Legal name: Chapel Bridge Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313295
- AdvisorCensus page: https://advisorcensus.com/firm/chapel-bridge-wealth-advisors-san-juan-pr-313295

## Quick answers

**How is Chapel Bridge Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Chapel Bridge Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Chapel Bridge Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Chapel Bridge Wealth Advisors located?**
Chapel Bridge Wealth Advisors' principal office is in San Juan, PR, according to its Form ADV.

**Is Chapel Bridge Wealth Advisors registered with the SEC or a state?**
Chapel Bridge Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313295.

**How much does Chapel Bridge Wealth Advisors manage?**
Chapel Bridge Wealth Advisors reports $273,603,001 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Chapel Bridge Wealth Advisors' assets and staff changed since 2022?**
In the Form ADV data for Chapel Bridge Wealth Advisors: Regulatory assets under management: $175,988,894 in the October 2022 data and $273,603,001 in the October 2026 data, up 55%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chapel Bridge Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (8); other (4).

**Which custodians does Chapel Bridge Wealth Advisors use?**
Chapel Bridge Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Chapel Bridge Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313295

**Does Chapel Bridge Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "In general, we require a minimum of $5,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Chapel Bridge Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $182,104,017 to $273,603,001 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)

> Our annual advisory fee based on AUM varies between .35% to 1.00% depending upon the amount of assets we manage, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $5,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $273,603,001
- Discretionary: $272,764,926
- Non-discretionary: $838,075

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,241,761 |
| High net worth individuals | 9 | $198,037,456 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,881,588 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $1,563,836 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 4 | $64,878,360 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chapelbridge.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $175,988,894 | 2 | July 11, 2022 |
| October 2023 | $160,545,650 | 2 | March 27, 2023 |
| October 2024 | $175,402,648 | 2 | March 5, 2024 |
| October 2025 | $182,104,017 | 3 | March 18, 2025 |
| October 2026 | $273,603,001 | 3 | March 25, 2026 |

Regulatory assets under management: $175,988,894 in the October 2022 data and $273,603,001 in the October 2026 data, up 55%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $182,104,017 to $273,603,001 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chapel Bridge Wealth Advisors (CRD 313295): Form ADV filing data as of October 2026.