SEC Form ADV

CROWN WEALTH GROUP LLC

Registered Investment AdviserNC
$502.4M
Assets Under Management
10
Employees
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Registration Details

Accession
crd-299732
Location
CHARLOTTE, NC
Filing Date
August 10, 2026
AUM
$502.4M
Institutional Clients
3
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CROWN WEALTH GROUP LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $502.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.