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CROWN PRIVATE WEALTH, LLC
CRD 311541
132 JOE KNOX AVENUE, SUITE 104, MOORESVILLE, NC, 28117, United States
Phone
704-469-0200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.6M
Discretionary AUM
$63.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $37.5M |
| High net worth individuals | 13 | $24.9M |
| Pension/profit sharing plans | 1 | $1.2M |
All web addresses on file
- http://www.crownprivatewealth.com
- https://www.facebook.com/CrownPrivateWealth
- https://crownadvisorgroup.com
- https://www.linkedin.com/in/crown-private-wealth-92a71b246/
- https://www.youtube.com/@CrownAdvisorsLLC
- https://music.amazon.com/podcasts/56c09b71-0af8-4ff5-8614-eb8aad60f8cc/retire-stronger
- https://podcasts.apple.com/us/podcast/retire-stronger/id1777272398
- https://open.spotify.com/show/0js0shenq2AClV9HJoswMC
- https://x.com/Crown__Advisors
- https://www.tiktok.com/@retirestronger?lang=en
Official SEC filing: View on IAPD