Crown Wealth Group LLC

Overview

Crown Wealth Group LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting outside managers as part of its advisory service set. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Crown Wealth Group also operates as an insurance broker, which aligns with its use of insurance products in client portfolios. The firm does not identify as an active ESG investor. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other fee structures. The firm is not represented as a multi-state adviser in the source data and is not described as a pension consultant or a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives