# CROWN PRIVATE WEALTH, LLC

CROWN PRIVATE WEALTH, LLC of MOORESVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 311541
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311541/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311541/similar
- Related entities: https://search.stillhousedata.com/firm/311541/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311541

---

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.