Investment adviser · CRD 313295

CHAPEL BRIDGE WEALTH ADVISORS

Investment adviser filing (IA)

CHAPEL BRIDGE WEALTH ADVISORS, LLC

SAN JUAN, PR, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $274M
Client accounts: 233
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	9	$198,037,456	72.4%
Other clients	Fewer than 5	$64,878,360	23.7%
Pooled investment vehicles	1	$6,881,588	2.5%
Individuals	8	$2,241,761	0.8%
Charities	Fewer than 5	$1,563,836	0.6%

Filing source

Form ADV 2080915 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CHAPEL BRIDGE FUND I LPPrivate Equity Fund · Last reported Mar 25, 2026$6.88MGross asset value

Form D fundraising filings

Chapel Bridge Fund I LP

Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GBQ PARTNERS COLUMBUS, Ohio, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

GBQ PARTNERS
PCAOB 1808

Fund details & source

Fund ID: 805-9343081909
Reported beneficial owners: 18
Minimum commitment: $100K
Form D file number: 021-521339

Form ADV 2080915 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

53 PALMERAS STREET, SUITE 601
SAN JUAN, PR, 00901, United States

CRD 313295

Filing source

Form ADV 2080915 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.