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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
About Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors is a boutique RIA serving multi-generational families, individuals, and entrepreneurs with a concierge-level approach to comprehensive wealth management, including financial planning, portfolio construction, estate and tax planning, and insurance coordination. Portfolios incorporate ETFs, mutual funds, and public equity/fixed income exposures, with primary custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH STUART DAVIES
Managing Member, Private Wealth Advisor
- CRD
- #2510990
- Ownership
- 75% or more
RENEE SUE DAVIES
Chief Compliance Officer
- CRD
- #2542603
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN WILLIAMS PACHECO FIGUEROA
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- CRD
- #7069216
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,764,926 | $1,175,711 |
| Non-Discretionary | $838,075 | $838,075 |
| Total | $273,603,001 | $1,174,262 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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