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CROWN WEALTH GROUP LLC
CRD 299732 · SEC 801-120589
2108 SOUTH BOULEVARD, UNIT 300, CHARLOTTE, NC, 28203, United States
Phone
(704)360-3995
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$437.5M
Discretionary AUM
$437.5M
Team
10 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $63.5M |
| High net worth individuals | 115 | $359.8M |
| Pension/profit sharing plans | 2 | $3.2M |
| Corporations/business entities | 3 | $11.0M |
States served
AZ, CA, GA, LA, NJ, NM, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD