CROWN WEALTH GROUP LLC
SEC RegisteredYour Family's CFO
About the firm
Crown Wealth Group simplifies wealth management for high-net-worth individuals by offering seamless solutions tailored to protect and grow assets, serving as one trusted point of contact managing the complexities of family, wealth, and legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cash flow analysis, strategic tax optimization, goals-based planning and investing, risk management, estate planning and wealth transfer, executive compensation planning, generational wealth planning, real estate advisory, business strategy and mergers and acquisitions, strategic giving strategies, lifestyle concierge services, and financial organization via asset aggregation technology.
Who they serve
High-net-worth individuals, affluent families, busy executives, business owners, and discerning individuals seeking comprehensive wealth management and lifestyle services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $63M |
| High Net Worth Individuals | 115 | $360M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $3.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 0.85% |
| All Assets (max) | 1.70% |
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CROWN WEALTH GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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