Home
›
Firms
›
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CHAPEL BRIDGE WEALTH ADVISORS
SAN JUAN, Puerto Rico
·
2 registered advisors
·
CRD# 313295
SEC# 801-125816
2
614-552-8200
01
Firm Overview
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CHAPEL BRIDGE WEALTH ADVISORS, LLC
2 registered advisors
Joseph Stuart Davies
SAN JUAN, Puerto Rico
CRD# 2510990
Renee Sue Davies
SAN JUAN, Puerto Rico
CRD# 2542603
05
Office Locations
SAN JUAN, Puerto Rico
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CHAPEL BRIDGE WEALTH ADVISORS, LLC (CRD# 313295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.