Investment adviser · CRD 338720

CHARTERED WEALTH PARTNERS, LP

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Jan 7, 2026

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9401 WILSHIRE BLVD., SUITE 500
BEVERLY HILLS, CA, 90212, United States

CRD 338720

Filing source

Form ADV 2038575 · Jan 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.