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Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors is an SEC-registered investment adviser in San Juan, PR, registered since 2022. The firm manages $274 million in assets, $273...
Overview
Chapel Bridge Wealth Advisors is an SEC-registered investment adviser in San Juan, PR, registered since 2022. The firm manages $274 million in assets, $273 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who makes investment decisions at Chapel Bridge Wealth Advisors?
Public records do not name specific principals or key personnel at the firm. The structure for investment decisions is not disclosed.
What is Chapel Bridge Wealth Advisors' investment approach?
The firm offers discretionary portfolio management. It has authority to trade client accounts without prior approval, investing in US securities and cash equivalents. The specific asset allocation targets are not public.
Is Chapel Bridge Wealth Advisors a fiduciary?
As an SEC-registered investment advisor, it is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. It charges fees based on assets under management.
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