RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 26, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, NICHOLAS, MARTINICHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
KOLBENSCHLAG, TYLER, JOSEPHICHIEF OPERATING OFFICER & CO-FOUNDERC Control
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB
LINDGREN, STEVEN, QUINTONICHIEF INVESTMENT OFFICER AND PARTNERB

Registrations

Federal

IA
Aug 26, 2025 REGISTERED

Notice Filings (14)

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

Address

2108 SOUTH BOULEVARD
UNIT 300
CHARLOTTE, NC 28203
United States
Phone: (704)360-3995