Chapel Bridge Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Chapel Bridge Wealth Advisors reports 25 clients. They include 9 high-net-worth individuals, 8 individual clients and 4 other clients. Of its assets, 99.7% ($273M across 232 accounts) are managed with discretion; $838K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | <1% |
| High-net-worth individuals | 36% | 72% |
| Pooled investment vehicles | 4% | 3% |
| Charitable organizations | 12% | <1% |
| Other | 16% | 24% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 8 | $2.24M | 0.8% | $280K |
| High-net-worth individuals | 9 | $198M | 72.4% | $22M |
| Pooled investment vehicles | 1 | $6.88M | 2.5% | $6.88M |
| Charitable organizations | Fewer than 5 | $1.56M | 0.6% | $521K |
| Other | Fewer than 5 | $64.9M | 23.7% | $16.2M |
| Total | 25 | $274M | 100% | — |
- Clients
- 8
- Regulatory AUM
- $2.24M
- AUM share
- 0.8%
- Avg. per client
- $280K
- Clients
- 9
- Regulatory AUM
- $198M
- AUM share
- 72.4%
- Avg. per client
- $22M
- Clients
- 1
- Regulatory AUM
- $6.88M
- AUM share
- 2.5%
- Avg. per client
- $6.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.56M
- AUM share
- 0.6%
- Avg. per client
- $521K
- Clients
- Fewer than 5
- Regulatory AUM
- $64.9M
- AUM share
- 23.7%
- Avg. per client
- $16.2M
Total
- Clients
- 25
- Regulatory AUM
- $274M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Chapel Bridge Wealth Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Joseph Davies owns 75% or more of Chapel Bridge Wealth Advisors. The leadership team of Chapel Bridge Wealth Advisors includes Chief Compliance Officer Renee Davies. It has 3 employees.
Leadership
- Renee DaviesChief Compliance Officer
- Joseph DaviesManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Joseph Stuart Davies
- Renee Sue Davies
- Jonathan Williams Pacheco Figueroa
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Chapel Bridge Wealth Advisors, LLC
Joseph Davies
Control person · since February 2021
Chapel Bridge Wealth Advisors’ regulatory assets grew 1.6× from $176M (July 2022) to $274M (March 2026); clients rose from 18 to 25 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $274M | 25 | 3 | 3 |
| March 2025 | $182M | 26 | 3 | 3 |
| March 2024 | $175M | 25 | 2 | 3 |
| March 2023 | $161M | 19 | 2 | 3 |
| July 2022 | $176M | 18 | 2 | 2 |
Besides its headquarters, Chapel Bridge Wealth Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in Puerto Rico.
Puerto Rico · 1 listed address
- 53 Palmeras Street, Suite 601, San JuanHQ
Contact and registration details
- Legal name
- Chapel Bridge Wealth Advisors, LLC
- Headquarters
- 53 Palmeras Street, Suite 601, San Juan, PR 00901
- Website
- chapelbridge.com
- Phone
- 614-552-8200
- SEC file
- 801-125816
- Structure
- Puerto Rico LLC
- Fiscal year end
- December
Chapel Bridge Wealth Advisors uses Charles Schwab ($94.6M) as custodian for its separately managed accounts. Chapel Bridge Wealth Advisors has custody of $56.9M in client assets for 9 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $94.6M100%
At year end, Chapel Bridge Wealth Advisors’ separately managed accounts were largely in funds (24%) and cash (20%).
What the accounts hold
- Stocks6%
- Funds24%
- Pooled vehicles19%
- Registered funds5%
- Bonds9%
- Cash20%
- Other41%
- Private equity, real estate41%
How many clients does Chapel Bridge Wealth Advisors have?
Chapel Bridge Wealth Advisors has 25 clients and manages $274 million for them, as of March 2026. They include 9 high-net-worth individuals, 8 individual clients and 4 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Chapel Bridge Wealth Advisors offer?
Chapel Bridge Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Chapel Bridge Wealth Advisors use?
Chapel Bridge Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $94.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Chapel Bridge Wealth Advisors have?
Chapel Bridge Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chapel Bridge Wealth Advisors invest in?
At the end of its last fiscal year, Chapel Bridge Wealth Advisors’ separately managed accounts held 41% other, 20% cash and equivalents, 19% pooled vehicles (private funds and similar), 9% U.S. government and agency bonds, 6% exchange-traded equities and 5% registered funds (mutual funds, ETFs, BDCs). The 41% other category is described as: Private Equity, Real Estate. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chapel Bridge Wealth Advisors?
Chapel Bridge Wealth Advisors’ direct owner is Joseph Davies (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Chapel Bridge Wealth Advisors get paid?
Chapel Bridge Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Chapel Bridge Wealth Advisors registered with the SEC?
Yes, Chapel Bridge Wealth Advisors has been registered with the SEC as an investment adviser since 6 June 2022. Its CRD number is 313295 and its SEC file number is 801-125816.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Chapel Bridge Wealth Advisors?
Chapel Bridge Wealth Advisors’ main office is at 53 Palmeras Street, Suite 601, San Juan, PR 00901. Its phone number is 614-552-8200. Its website is chapelbridge.com.