Crown Wealth Group LLC
Crown Wealth Group LLC is an SEC-registered wealth manager in Charlotte, NC with $437.5M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Crown Wealth Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299732, SEC 801-120589, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $437.5M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 10
- Clients
- 248
- CRD
- 299732
- Ownership
- KOLBENSCHLAG, TYLER, JOSEPH; KOLBENSCHLAG, NICHOLAS, MARTIN; LINDGREN, STEVEN, QUINTON
How much AUM does Crown Wealth Group LLC have?
Crown Wealth Group LLC reported $437.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Crown Wealth Group LLC?
Disclosed owners and executives of Crown Wealth Group LLC include KOLBENSCHLAG, TYLER, JOSEPH, KOLBENSCHLAG, NICHOLAS, MARTIN, LINDGREN, STEVEN, QUINTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.