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Chartered Wealth Partners, LP

CRD 338720SEC# 801-135245Beverly Hills, CA
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No longer SEC-registered. Chartered Wealth Partners, LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
2
Accounts
—
Location
Beverly Hills, CA

Chartered Wealth Partners, LP assets under management

Chartered Wealth Partners, LP is an SEC-registered investment adviser based in Beverly Hills, CA. It employs 2 people.
View on SEC.gov ↗

Chartered Wealth Partners, LP owners & executives

11 reported
NameTitleOwnershipSince
Andrew Hao En Chan ControlPartner, Chief Compliance Officer25-50%2025
Chartered Wealth Advisers, LP ControlPartner10-25%2025
Chartered Wealth Partners GP, Inc ControlGeneral PartnerUnder 5%2025
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Frequently asked questions

How many employees does Chartered Wealth Partners, LP have?

Chartered Wealth Partners, LP reports 2 employees.

Where is Chartered Wealth Partners, LP located?

Chartered Wealth Partners, LP is based in Beverly Hills, CA.

Does Chartered Wealth Partners, LP disclose fund performance?

Chartered Wealth Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9401 Wilshire Blvd., Suite 500, Beverly Hills, CA 90212
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo