Michael Joseph Winn
As Trustee Of The Michael And Tamara Winn Revocable TrustChartered Wealth Partners, LPCRD 2369114
About Michael Joseph Winn
Michael Joseph 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%. Michael Joseph Winn is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Chartered Wealth Partners, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Joseph Winn work?
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.
How much of Chartered Wealth Partners, LP does Michael Joseph Winn own?
Form ADV reports a beneficial ownership band of 25-50%.
Chartered Wealth Partners, LP
| Title | As Trustee Of The Michael And Tamara Winn Revocable Trust |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2003 |
Chartered Wealth Partners, LP
| Title | Officer And Owner |
| Ownership | — |
| Control person | Yes |
| Since | 2025 |