What is Crown Wealth Group's official website?

Crown Wealth Group's website is crownwealthgroup.com

How many employees are working in Crown Wealth Group right now?

Crown Wealth Group has 10 employees.

What is Crown Wealth Group's industry?

Crown Wealth Group's industry is Financial Services

Who are Crown Wealth Group's top competitors?

Crown Wealth Group's top competitors are , , , , , ,

When was Crown Wealth Group founded?

Crown Wealth Group's founding year is 2018

Crown Wealth Group company information, Employees & Contact Information

Updated June 2026

Quick answer

Crown Wealth Group is a Financial Services company and founded in 2018. It has approximately 10 employees on record. Contact data was last refreshed in June 2026. Find Crown Wealth Group's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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Crown Wealth Group email format Crown Wealth Group management contacts

Related company profiles:

Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.

Employees: 10
Founded: 2018
Address: 2108 South Boulevard,
Industry: Financial Services
NAICS: Finance and Insurance

Monetary Authorities-Central Bank
Website: crownwealthgroup.com
Keywords: Charlotte.
HQ: Charlotte, North Carolina
Competitors: Crown Wealth Group, Ekos, Tresata, Bragg Financial, Wells Fargo, Evolv Family Wealth, Tallis, Dimensional Fund Advisors, Stratifyd, Charlotte Business Journal.

Crown Wealth Group Questions

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Top Crown Wealth Group Employees

Doug Coppola

Executive Director & Investment…

Chapel Hill, North Carolina, United States, United States

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3
raymondjames.com, clientfirstadvisors.net, crownwealthgroup.com
Nick Kolbenschlag, CPWA®

Ceo & Co-Founder Of Crown Wealth Group

N/a

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Steven Q. Lindgren, CIMA®, CRPC®

Chief Investment Officer & Partner At…

Charlotte, North Carolina, United States, United States

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Zac O'Brien, CFP®

Managing Director Of Athlete Division…

Winston-Salem, North Carolina, United States, United States

View

4
thrivent.com, thrivent.com, me.com, crownwealthgroup.com

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Crown Wealth Group company information, Employees & Contact Information

Quick answer

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