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CROWN WEALTH GROUP LLC

CHARLOTTE, NC · CRD 299732 · IAPD ↗ · crownwealthgroup.com · (704) 360-3995

$502.4MRegulatory AUM
8Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — CROWN WEALTH GROUP LLC crossed $500M in regulatory AUM ($437.5M -> $502.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
February 2026 — CROWN WEALTH GROUP LLC reported RAUM up 38% ($316.5M -> $437.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
June 2024 — CROWN WEALTH GROUP LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — CROWN WEALTH GROUP LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2024 — CROWN WEALTH GROUP LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — CROWN WEALTH GROUP LLC reported RAUM up 26% ($203.7M -> $257.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.