Crown Wealth Group LLC

Crown Wealth Group LLC (CRD# 299732) is a financial advisory firm headquartered in Charlotte, NC. They manage $257,221,862 in 898 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2108 South Boulevard, Unit 300, Charlotte, NC 28203
https://crownwealthgroup.com/
By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $286,439
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NH, NJ, NM, NY, PA, SC, TX, VA

Financial Advisors at Crown Wealth Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Douglas Coppola, financial advisor Charlotte NC
Douglas C. Coppola
CRD#: 834198
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Douglas Coppola (CRD# 834198) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

2
Nicholas Kolbenschlag, financial advisor Charlotte NC
Nicholas M. Kolbenschlag
CRD#: 5862034
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Nicholas Kolbenschlag (CRD# 5862034) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

3
Tyler Kolbenschlag, financial advisor Charlotte NC
Tyler J. Kolbenschlag
CRD#: 6321347
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Tyler Kolbenschlag (CRD# 6321347) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

4
Steven Lindgren, financial advisor Charlotte NC
Steven Q. Lindgren
CRD#: 5561660
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Steven Lindgren (CRD# 5561660) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

5
Zachary O'brien, financial advisor Advance NC
Zachary S. O'brien
CRD#: 5646164
135 Medical Dr, Suite 101, Advance, NC 27006

Zachary O'brien (CRD# 5646164) is an Investment Advisor Representative working at Crown Wealth Group LLC in Advance, NC and has over 14 years of experience in the finance industry.

6
Sean Casullo, financial advisor Charlotte NC
Sean M. Casullo
CRD#: 7403983
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Sean Casullo (CRD# 7403983) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has 1 year of experience in the finance industry.

7
Robert Lebeau, financial advisor Charlotte NC
Robert D. Lebeau
CRD#: 304821
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Robert Lebeau (CRD# 304821) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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