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Chartered Wealth Partners, LP

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 338720
Website charteredwealth.com
Client types

Overview

Chartered Wealth Partners, LP is an SEC-registered investment adviser providing integrated financial planning and discretionary investment management to high-net-worth and ultra-high-net-worth individuals, families, and organizations. The firm employs a long-term strategic asset allocation framework with a tactical tilt, focusing on tax-efficiency through strategies like tax-loss harvesting and direct-indexing. CWP also offers family office services and access to private markets including private equity, credit, and real estate.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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