CROWN PRIVATE WEALTH, LLC

Overview

Crown Private Wealth, LLC is a small independent registered investment adviser focused on providing planning and portfolio management to individuals, families and small businesses, with some institutional engagement. Its advisory services emphasize financial planning, ongoing portfolio management and pension consulting rather than acting as a capital allocator or running in-house pooled funds. The firm reports it is not an active ESG investor and operates within a single-state footprint. Investment activity appears centered on model and mutual fund-driven portfolios. The firm’s business model supports fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suits both ongoing wealth management relationships and discrete planning or consulting projects. Given the custodial footprint and asset mix, Crown Private Wealth leans toward liquid, third-party managed products as the backbone of client portfolios while reserving a smaller allocation to private placements and real estate for clients seeking alternative exposure. Advisory relationships combine planning and discretionary management; all reported assets are discretionary, indicating the firm typically manages client accounts under authority rather than purely providing advice. The firm also lists an affiliation with an insurance company, which can influence product availability and planning solutions used alongside investment management.

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Location & Offices