CW
CROWN WEALTH GROUP LLC
SEC RegisteredCHARLOTTE, NChttps://crownwealthgroup.com(704)360-3995
Assets Under Management
$100M–$500M
Employees
10
Office Locations
5 offices
Total Accounts
982
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| 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
Tyler Joseph Kolbenschlag
CHIEF OPERATING OFFICER & CO-FOUNDER
Nicholas Martin Kolbenschlag
CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER
Office locations
5 offices in 1 state
NC
CHARLOTTEHQ
NC
ADVANCE
Regulatory & compliance
CRD number
#299732
SEC Number
801-120589
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
crownwealthgroup.comPhone
(704)360-3995Find an advisor that fits
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Editorial disclosure
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.