CROWN HAVEN WEALTH MANAGEMENT

Overview

Crown Haven Wealth Management is an owner-operated limited liability company serving individual and family clients. The firm acts as a capital allocator and focuses primarily on selecting and overseeing third-party advisers and managers rather than running large internal investment platforms. Its stated advisory activity centers on the selection of other advisers, which indicates the team sources external managers, constructs portfolios from those relationships, and maintains ongoing manager oversight. Crown Haven does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s business model includes an insurance-company affiliation, and its fee arrangements are listed as “other,” which often reflects non-standard or blended billing approaches tied to advisory, implementation or insurance product fees.

Assets & Accounts

Investments & Alternatives

Location & Offices