CROWN WEALTH GROUP LLC
CRD #299732 SEC #801-120589 CHARLOTTE, NC (704)360-3995
SEC Registered
Total AUM
$316.5M
Discretionary
$316.5M
Employees
11
Clients
101
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $316.5M | $316.5M | $0 | 11 | 0 |
| Jun 2025 | $316.5M | $316.5M | $0 | 11 | 0 |
| Apr 2025 | $316.5M | $316.5M | $0 | 11 | 0 |
| Feb 2025 | $316.5M | $316.5M | $0 | 10 | 0 |
| Jan 2025 | $302.3M | $302.3M | $0 | 10 | 0 |
| Sep 2024 | $302.3M | $302.3M | $0 | 10 | 0 |
| Jul 2024 | $302.3M | $302.3M | $0 | 9 | 0 |
| May 2024 | $257.2M | $257.2M | $0 | 9 | 0 |
| May 2024 | $257.2M | $257.2M | $0 | 9 | 0 |
| Feb 2024 | $257.2M | $257.2M | $0 | 9 | 0 |
| Jan 2024 | $257.2M | $257.2M | $0 | 9 | 0 |
| Oct 2023 | $203.7M | $203.7M | $0 | 9 | 0 |
| Sep 2023 | $203.7M | $203.7M | $0 | 9 | 0 |
| Jul 2023 | $203.7M | $203.7M | $0 | 9 | 0 |
| Apr 2023 | $203.7M | $203.7M | $0 | 9 | 0 |
| Apr 2023 | $203.7M | $203.7M | $0 | 9 | 0 |
| Feb 2023 | $187.4M | $187.4M | $0 | 9 | 0 |
| Jan 2023 | $202.4M | $202.4M | $0 | 10 | 1 |
| Dec 2022 | $202.4M | $202.4M | $0 | 10 | 1 |
| Oct 2022 | $202.4M | $202.4M | $0 | 10 | 1 |
| Oct 2022 | $202.4M | $202.4M | $0 | 10 | 1 |
| Jul 2022 | $202.4M | $202.4M | $0 | 10 | 1 |
| May 2022 | $202.4M | $202.4M | $0 | 9 | 1 |
| Apr 2022 | $202.4M | $202.4M | $0 | 9 | 1 |
| Feb 2022 | $144.3M | $141.6M | $2.7M | 9 | 1 |
| Feb 2022 | $111.5M | $111.5M | $0 | 9 | 0 |
| Jan 2022 | $111.5M | $111.5M | $0 | 7 | 0 |
| Dec 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Nov 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Oct 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Jul 2021 | $111.5M | $111.5M | $0 | 6 | 0 |
| Jun 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Apr 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Apr 2021 | $111.5M | $111.5M | $0 | 7 | 0 |
| Mar 2021 | $101.3M | $101.3M | $0 | 7 | 0 |
| Mar 2021 | $101.3M | $101.3M | $0 | 7 | 0 |
| Feb 2021 | $101.3M | $101.3M | $0 | 7 | 0 |
DateAug 2025
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2025
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees11
Clients0
DateApr 2025
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees11
Clients0
DateFeb 2025
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees10
Clients0
DateJul 2024
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients1
DateDec 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients1
DateOct 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients1
DateOct 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients1
DateJul 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees10
Clients1
DateMay 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees9
Clients1
DateApr 2022
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees9
Clients1
DateFeb 2022
Total AUM$144.3M
Discretionary$141.6M
Non-Disc.$2.7M
Employees9
Clients1
DateFeb 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees7
Clients0