Chartered Wealth Partners, LP
CRD 338720SEC# 801-135245Beverly Hills, CA
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.
Chartered Wealth Partners, LP owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Hao En Chan Control | Partner, Chief Compliance Officer | 25-50% | 2025 |
| Chartered Wealth Advisers, LP Control | Partner | 10-25% | 2025 |
| Chartered Wealth Partners GP, Inc Control | General Partner | Under 5% | 2025 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 9401 Wilshire Blvd., Suite 500, Beverly Hills, CA 90212 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers