Michael Joseph Winn is listed as As Trustee Of The Michael And Tamara Winn Revocable Trust at Chartered Wealth Partners, LP on SEC Form ADV.
Form ADV reports a beneficial ownership band of 25-50%.
| Title | As Trustee Of The Michael And Tamara Winn Revocable Trust |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2003 |
| Title | Officer And Owner |
| Ownership | — |
| Control person | Yes |
| Since | 2025 |