Michael and Tamara Winn Revocable Trust is listed as Partner at Chartered Wealth Partners, LP in Beverly Hills, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Chartered Wealth Partners, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael and Tamara Winn Revocable Trust work?
Michael and Tamara Winn Revocable Trust is listed as Partner at Chartered Wealth Partners, LP on SEC Form ADV.
How much of Chartered Wealth Partners, LP does Michael and Tamara Winn Revocable Trust own?
Form ADV reports a beneficial ownership band of 25-50%.