# CROWN HAVEN WEALTH MANAGEMENT

CROWN HAVEN WEALTH MANAGEMENT of CARMEL, IN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 306691
- Type: SEC-registered investment adviser
- Location: 11555 N. MERIDIAN ST., CARMEL, IN, 46032
- Phone: 317-564-4691
- Latest filing: 2026-03-16
- Clients: 4

## Business model

- Compensation: Other
- Clients served: Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306691/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306691/similar
- Related entities: https://search.stillhousedata.com/firm/306691/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306691

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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.