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CHAPEL BRIDGE WEALTH ADVISORS

SAN JUAN, PR · CRD 313295 · IAPD ↗ · chapelbridge.com · 614-552-8200

$273.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — CHAPEL BRIDGE WEALTH ADVISORS reported RAUM up 50% ($182.1M -> $273.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
November 2024 — CHAPEL BRIDGE WEALTH ADVISORS now reports 1 private fund(s) ($2.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.