# CROWN WEALTH GROUP LLC

CROWN WEALTH GROUP LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 299732
- Type: SEC-registered investment adviser
- SEC file number: 801-120589
- Location: 2108 SOUTH BOULEVARD, UNIT 300, CHARLOTTE, NC, 28203
- Phone: (704)360-3995
- Latest filing: 2026-07-09
- Regulatory AUM: $437.5M
- Discretionary AUM: $437.5M
- Clients: 10
- Accounts: 982

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Tyler Joseph Kolbenschlag | CHIEF OPERATING OFFICER & CO-FOUNDER | — |
| Nicholas Martin Kolbenschlag | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER | — |
| Steven Quinton Lindgren | CHIEF INVESTMENT OFFICER AND PARTNER | — |
| KOLBENSCHLAG NICHOLAS MARTIN | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER | — |
| KOLBENSCHLAG TYLER JOSEPH | CHIEF OPERATING OFFICER & CO-FOUNDER | — |
| LINDGREN STEVEN QUINTON | CHIEF INVESTMENT OFFICER AND PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299732/similar
- Related entities: https://search.stillhousedata.com/firm/299732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299732

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.