| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Martin Kolbenschlag Control | Chief Compliance Officer, Chief Executive Officer & Co-Founder | 25-50% | 2018 |
| Steven Quinton Lindgren | Chief Investment Officer And Partner | 10-25% | 2019 |
| Tyler Joseph Kolbenschlag Control | Chief Operating Officer & Co-Founder | 25-50% | 2018 |
Crown Wealth Group LLC reports $316.5 million in regulatory assets under management on its Form ADV.
Crown Wealth Group LLC reports 11 employees.
Crown Wealth Group LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Crown Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2108 South Boulevard, Unit 300, Charlotte, NC 28203 |
| Phone | (704)360-3995 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $316.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $316.5M |