CROWN WEALTH GROUP LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 299732). Regulatory assets under management: $502.4M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |