CHARTERED WEALTH PARTNERS, LP
CRD #338720 SEC #801-135245 BEVERLY HILLS, CA (323)868-6668
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHARTERED WEALTH PARTNERS GP, INC | DE | GENERAL PARTNER | NA | Control |
| CHAN, ANDREW, HAO EN | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| MICHAEL AND TAMARA WINN REVOCABLE TRUST | DE | PARTNER | C | Control |
| PIRELLI ASSET HOLDINGS, INC. | DE | PARTNER | C | Control |
| WINN, TAMARA | I | AS TRUSTEE OF THE MICHAEL AND TAMARA WINN REVOCABLE TRUST | C | Control |
| Winn, Michael, Joseph | I | AS TRUSTEE OF THE MICHAEL AND TAMARA WINN REVOCABLE TRUST | C | Control |
| CHARTERED WEALTH ADVISERS, LP | DE | PARTNER | B | Control |
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (1)
CA
Address
9401 WILSHIRE BLVD.SUITE 500
BEVERLY HILLS, CA 90212
United States
Phone: (323)868-6668