CROWN WEALTH GROUP LLC

2108 South Boulevard
Unit 300
Charlotte, North Carolina 28203
Tel: (704)360-3995

About CROWN WEALTH GROUP LLC

CROWN WEALTH GROUP LLC, formally registered with the SEC as CROWN WEALTH GROUP LLC. The firm was established in 03/24/2021. They have over 5 offices throughout the country.

CROWN WEALTH GROUP LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $316,523,852 assets under management, offering retirement planning & investment advisory services to 949 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299732
SEC#	801-120589
Assets Managed by Firm	$316,523,852
No. of Clients	949
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Other (SELECTION OF OTHER ADVISERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES/ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	949	$316,523,852
Individuals (other than high net worth individuals)	125	$60,139,532
High net worth individuals	104	$253,748,194
Pension and profit sharing plans	2	$2,636,126

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