CROWN WEALTH GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$502,353,310
Discretionary
$502,353,310
Non-discretionary
$0
Firm details
- CRD number
- 299732
- SEC file number
- 801-120589
- Main office
- CHARLOTTE, NC, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://crownwealthgroup.com/
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.