company website · Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): CHAPEL BRIDGE WEALTH ADVISORS, CRD 313295, SEC-registered investment adviser (since 2022-06-06), notice filed in Puerto Rico, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth management for multi-generational families, individuals and entrepreneurs: financial planning, portfolio management, selection of other advisers, and family office and wealth planning. Offices in San Juan and Ohio; its Form CRS states a general $5 million account minimum, which it may waive.
Request information from Chapel Bridge Wealth Advisors
Puerto Rico Experts receives your request and a person reviews it; it is not sent to the business automatically. If it is urgent, use the phone or website above.
Reviews
No reviews published yet. This listing was verified on 2026-10-17.
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): SYGNUS WEALTH PR LLC, CRD 325576, investment adviser registered in Puerto Rico (OCIF), approved 2024-04-04, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): FINANXIAL INVESTMENT ADVISORS, CORP, CRD 300350, investment adviser registered in Puerto Rico (OCIF), approved 2019-01-02, no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
Wealth managers & financial advisors · San Juan, PR
Verified 2026-10-17✓ Information checked against official website (2026-10-17): name, services, phone, address.✓ License checked with the regulator (2026-10-17) – SEC adviser search (IAPD): ATON FINANCIAL LLC, CRD 173070, SEC-registered investment adviser (since 2018-04-10), no disclosures.✗ Not checked: insurance, quality of work, prices or availability.
