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
| Title | As Trustee Of The Michael And Tamara Winn Revocable Trust |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2003 |