# CHAPEL BRIDGE WEALTH ADVISORS, LLC

CHAPEL BRIDGE WEALTH ADVISORS, LLC of SAN JUAN, PR is an SEC-registered investment adviser.

## Registration

- CRD: 313295
- Type: SEC-registered investment adviser
- SEC file number: 801-125816
- Location: 53 PALMERAS STREET, SUITE 601, SAN JUAN, PR, 00901
- Phone: 614-552-8200
- Latest filing: 2026-03-25
- Regulatory AUM: $273.6M
- Discretionary AUM: $272.8M
- Non-discretionary AUM: $838K
- Clients: 3
- Accounts: 233

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Stuart Davies | MANAGING MEMBER | — |
| Renee Sue Davies | CHIEF COMPLIANCE OFFICER | — |
| DAVIES JOSEPH STUART | MANAGING MEMBER | — |
| DAVIES RENEE SUE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313295/similar
- Related entities: https://search.stillhousedata.com/firm/313295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313295

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.