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Tamara Winn

As Trustee Of The Michael And Tamara Winn Revocable TrustChartered Wealth Partners, LPCRD 8205119

About Tamara Winn

Tamara Winn is listed as As Trustee Of The Michael And Tamara Winn Revocable Trust 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 Tamara Winn work?

Tamara Winn is listed as As Trustee Of The Michael And Tamara Winn Revocable Trust at Chartered Wealth Partners, LP on SEC Form ADV.

How much of Chartered Wealth Partners, LP does Tamara Winn own?

Form ADV reports a beneficial ownership band of 25-50%.

Chartered Wealth Partners, LP

TitleAs Trustee Of The Michael And Tamara Winn Revocable Trust
Ownership25-50%
Control personYes
Since2003
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