CROWN PRIVATE WEALTH, LLC

CROWN PRIVATE WEALTH, LLC of MOORESVILLE, NC is an SEC-registered investment adviser (CRD 311541). Regulatory assets under management: $63.6M.

Registration

• CRD: 311541
• Type: Registered investment adviser
• Location: 132 JOE KNOX AVENUE, MOORESVILLE, NC, 28117
• Phone: 704-469-0200
• Latest filing: 2026-03-17
• Regulatory AUM: $63.6M
• Discretionary AUM: $63.6M
• Clients: 3
• Accounts: 138

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311541 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search