linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chapel Bridge Wealth Advisors

Headquartered in SAN JUAN, PR

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Chapel Bridge Wealth Advisors is a registered investment advisor located in San Juan, Puerto Rico. The firm offers a variety of advisory services, including financial planning, selection of other advisers, and portfolio management for individuals and businesses. The firm has approximately $175,402,648 in regulatory assets under management, primarily for high-net-worth individuals, families, and charitable organizations.

Chapel Bridge Wealth Advisors

53 PALMERAS STREET

SAN JUAN, PR 00901

$175.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory consulting; family office and wealth planning services

Advisory consulting; family office and wealth planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CHAPEL BRIDGE WEALTH ADVISORS has a total of 3 branch locations across the country.
location

DELAWARE, OH

location

SAN JUAN, PR

location

DORADO, PR

Advisors at Chapel Bridge Wealth Advisors

View All 2 Advisors
Unclaimed
Joseph Stuart Davies

CFA®, RA

SAN JUAN, PR

View Profile
Unclaimed
Jonathan Williams Pacheco figueroa

RA

View Profile
Unclaimed
Renee Sue Davies

RA

SAN JUAN, PR

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Chapel Bridge Wealth Advisors is right for you?

Disclosures

There are no public disclosures for Chapel Bridge Wealth Advisors.

Frequently Asked Questions (6)

Not sure if Chapel Bridge Wealth Advisors is right for you?