Chapel Bridge Wealth Advisors, PR — Investment Adviser | BuildTrust

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CHAPEL BRIDGE WEALTH ADVISORS

Investment AdviceSAN JUAN, PR

Assets Under Management

$182.1M

Total AUM

Donut chart: Discretionary 180.8M, Non-Discretionary 1.3M
Category	Value
Discretionary	180.8M
Non-Discretionary	1.3M

Adviser Information

Field	Value
CRD Number	313295
SEC Number	801-125816
Street Address	53 PALMERAS STREET
Street Address 2	SUITE 601
Location	SAN JUAN, PR 00901
Country	United States
Phone	614-552-8200
Total Employees	3

Client Count by Type (26 Total)

Horizontal bar chart: High Net Worth Individual… 9, Charitable Organizations 7, Individuals (other than H… 5, Other 4, Pooled Investment Vehicle… 1
Category	Value
High Net Worth Individual…	9
Charitable Organizations	7
Individuals (other than H…	5
Other	4
Pooled Investment Vehicle…	1