Crown Wealth Group Employee Directory

Q: What is Crown Wealth Group known for?

Crown Wealth Group was founded in 2018. Crown Wealth Group operates in the Financial Services industry.

Q: How many employees does Crown Wealth Group have currently?

Crown Wealth Group has approximately 10 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.

Find Crown Wealth Group employees' phone numbers or email addresses

Crown Wealth Group Global Highlights

North America
13

United States Of America
13

Crown Wealth Group's Leadership

N. K.
Chief Executive Officer & Co-Founder
Mobile Phone
Email
T. K.
Coo & Co-Founder
Mobile Phone
Email
S. Q. L.
Chief Investment Officer & Partner
Mobile Phone
Email
D. C.
Executive Director & Investment Committee Chairman
Mobile Phone
Email
S. D.
Managing Director – Charlotte
Mobile Phone
Email
J. F.
Managing Director At Crown Wealth Group North
Mobile Phone
Email
B. D.
Operations Manager
Mobile Phone
Email
A. O.
Client Relations Manager
Mobile Phone
Email

Contact profiles from Crown Wealth Group

Name

Title

Contact Info

Location

Last Update

N. K.
Chief Executive Officer & Co-Founder
Mobile Phone
Email
United StatesNorth Carolina
Nov 13, 2025
S. Q. L.
Chief Investment Officer & Partner
Mobile Phone
Email
United StatesNorth Carolina
Oct 24, 2025
T. K.
Coo & Co-Founder
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025
D. C.
Executive Director & Investment Committee Chairman
Mobile Phone
Email
United StatesNorth Carolina
Nov 03, 2025
S. D.
Managing Director – Charlotte
Mobile Phone
Email
United StatesNorth Carolina
Sep 11, 2025
J. F.
Managing Director At Crown Wealth Group North
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2024
B. D.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025
A. O.
Client Relations Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 20, 2025
S. C.
Senior Wealth Planner
Mobile Phone
Email
United StatesNorth Carolina
Sep 09, 2024
Z. O.
Managing Director Of Athlete Division At Crown Wealth Group
Mobile Phone
Email
United StatesNorth Carolina
Nov 21, 2025

Frequently Asked Questions

What is Crown Wealth Group known for?

Crown Wealth Group was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 2108 South Boulevard, Suite 300. Explore Crown Wealth Group's company overview page for more information.

What is Crown Wealth Group's most common email format?

Crown Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crown Wealth Group email formats with LeadIQ.

How many employees does Crown Wealth Group have currently?

Crown Wealth Group has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Crown Wealth Group's key employees and leadership?

As of December 2025, Crown Wealth Group's key employees include:

Chief Executive Officer & Co-Founder: N. K.
Coo & Co-Founder: T. K.
Chief Investment Officer & Partner: S. Q. L.
Executive Director & Investment Committee Chairman: D. C.
Managing Director – Charlotte: S. D.

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