CHAPEL BRIDGE WEALTH ADVISORS, LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 313295). Regulatory assets under management: $273.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CHAPEL BRIDGE FUND I LP | Private Equity Fund | Delaware | 18 | $6.9M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 614-552-8200 |
| — | — | 2 | 614-552-8200 |
| — | — | 2 | 614-552-8200 |
| — | — | 2 | 614-552-8200 |