CHAPEL BRIDGE WEALTH ADVISORS
SEC RegisteredWelcome to Chapel Bridge Wealth Advisors, an exclusive wealth management group dedicated to assisting multi-generational families, individuals, and entrepreneurs with defining and achieving their long-term financial goals.
About the firm
Chapel Bridge Wealth Advisors is an exclusive wealth management group dedicated to assisting multi-generational families, individuals, and entrepreneurs with defining and achieving their long-term financial goals. With decades of experience and a concierge-level approach, their advisors provide comprehensive financial solutions tailored to help clients build and secure their legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial solutions including investment management, wealth transfer strategies, estate planning, education funding for next generations, charitable initiatives, cash management, fixed income portfolio management, and private credit. They coordinate a tailored group of counselors including attorneys, accountants, investment banks, investment managers, and family members.
Who they serve
Multi-generational families, individuals, and entrepreneurs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $2.2M |
| High Net Worth Individuals | 9 | $198M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $6.9M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHAPEL BRIDGE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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