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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHAPEL BRIDGE WEALTH ADVISORS

CHAPEL BRIDGE WEALTH ADVISORS, LLC, CRD 313295

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e9f1066-91ad-bb2e-e842-39357e47bf9a

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 3
Observed: May 6, 2022 to Mar 25, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Chapel Bridge Wealth Advisors

Family office · shared crd

Independent Sponsorsidentity

Chapel Bridge Wealth Advisors

Capital provider to sponsors · shared crd

Private Equityidentity

Chapel Bridge Wealth Advisors

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $274MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $273M
Private client RAUM: $200MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $91.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 233
Individual clients: 8
High net worth clients: 9
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $56.9M
SEC number: 801-125816
CRD: 313295
Filings on the tape: 11
First filed: May 6, 2022
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, PR
Website: chapelbridge.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH STUART DAVIES	Chartered Financial Analyst	DELAWARE, OH \| SAN JUAN, PR \| DORADO, PR	5	32	1	no
RENEE SUE DAVIES	n/a	SAN JUAN, PR \| DORADO, PR \| DELAWARE, OH	5	31	n/a	no
JONATHAN WILLIAMS PACHECO FIGUEROA	n/a	SAN JUAN, PR	1	13	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CHAPEL BRIDGE FUND I LP	Private Equity Fund	$2.3M	Oct 28, 2024	10	Oct 15, 2024	reported	021-521339

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIES, JOSEPH, STUART	MANAGING MEMBER	E	yes	02/2021	May 6, 2022	Oct 28, 2024
DAVIES, RENEE, SUE	CHIEF COMPLIANCE OFFICER	Na	no	02/2021	May 6, 2022	Oct 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$274M	$273M	3	3	2	1	n/a
2024	Mar 18, 2025	$182M	$181M	3	3	2	1	n/a
2023	Mar 5, 2024	$175M	$175M	2	2	2	n/a	n/a
2022	Mar 6, 2023	$161M	$161M	2	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$274M	$182M	50.2%	$161M	19.4%	3	3	2	2

Relationships

Advises (1)

→ CHAPEL BRIDGE FUND I LPPrivate fundPrivate Equity Fund, IA
Oct 15, 2024 to presentfactForm ADV

Registered with (3)

← JONATHAN WILLIAMS PACHECO FIGUEROAAdvisorregistration: current employment
Sep 30, 2024 to presentfactForm ADV
← JOSEPH STUART DAVIESAdvisorregistration: current employment
Mar 26, 2021 to presentfactForm ADV
← RENEE SUE DAVIESAdvisorregistration: current employment
Mar 26, 2021 to presentfactForm ADV

Controls (1)

← DAVIES, JOSEPH, STUARTOwnerMANAGING MEMBER, ownership code E, individual
May 6, 2022 to Oct 28, 2024factForm ADV

Owns (1)

← DAVIES, RENEE, SUEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 6, 2022 to Oct 28, 2024factForm ADV

Dated events

Occurred
Jul 11, 2022
Succession filed (Item 4)
Chapel Bridge Wealth Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
May 6, 2022
First Form ADV filing
Chapel Bridge Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e9f1066-91ad-bb2e-e842-39357e47bf9a
First observed: May 6, 2022
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAPEL BRIDGE WEALTH ADVISORS

CHAPEL BRIDGE WEALTH ADVISORS, LLC, CRD 313295

SAN JUAN, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e9f1066-91ad-bb2e-e842-39357e47bf9a

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH STUART DAVIES

Chartered Financial Analyst

DELAWARE, OH | SAN JUAN, PR | DORADO, PR

RENEE SUE DAVIES

n/a

SAN JUAN, PR | DORADO, PR | DELAWARE, OH

n/a

JONATHAN WILLIAMS PACHECO FIGUEROA

n/a

SAN JUAN, PR

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CHAPEL BRIDGE FUND I LP

Private Equity Fund

$2.3M

Oct 28, 2024

Oct 15, 2024

reported

021-521339

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIES, JOSEPH, STUART

MANAGING MEMBER

yes

02/2021

May 6, 2022

Oct 28, 2024

DAVIES, RENEE, SUE

CHIEF COMPLIANCE OFFICER

02/2021

May 6, 2022

Oct 28, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$274M

$273M

n/a

2024

Mar 18, 2025

$182M

$181M

n/a

2023

Mar 5, 2024

$175M

n/a

2022

Mar 6, 2023

$161M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$274M

$182M

50.2%

$161M

19.4%