SEC Form ADV

CROWN WEALTH GROUP LLC

Registered Investment AdviserNC
$437.5M
Assets Under Management
982
Total Clients
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Registration Details

Accession
CRD-299732
Location
CHARLOTTE, NC
Filing Date
January 28, 2026
AUM
$437.5M
Total Clients
982
Amendment
No

About this Adviser

CROWN WEALTH GROUP LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $437.5M in assets across 982 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.