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Crown Wealth Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Crown Wealth Group is a financial services company based in Charlotte, North Carolina, with a small workforce of 2 to 10 employees. The firm offers a Personal CFO platform described as a family-office solution providing a unified point of contact for financial advice, planning, and execution for affluent families. The company operates in the financial services industry and maintains a website at crownwealthgroup.com. Recent information notes the firm's involvement in asset investments, including a $252,000 stake in Innovator U.S. on Oct 1 and a related stake in the Innovator U.S. Equity Power Buffer ETF during the fourth quarter. The provided data also places Crown Wealth Group among a list of large financial services firms, highlighting its position relative to well-known peers.

Find Crown Wealth Group employees' phone numbers or email addresses

Crown Wealth Group Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Crown Wealth Group's Leadership

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

Crown Wealth Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other

Contact profiles from Crown Wealth Group

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer & Co-Founder at Crown Wealth Group
    N. K.
    Chief Executive Officer & Co-Founder
    Mobile Phone
    United States, North Carolina
    Apr 14, 2026
  • Chief Investment Officer & Partner at Crown Wealth Group
    S. Q. L.
    Chief Investment Officer & Partner
    Mobile Phone
    United States, North Carolina
    Apr 15, 2026
  • Coo & Co-Founder at Crown Wealth Group
    T. K.
    Coo & Co-Founder
    Mobile Phone
    United States, North Carolina
    Jun 08, 2026
  • Executive Director & Investment Committee Chairman at Crown Wealth Group
    D. C.
    Executive Director & Investment Committee Chairman
    Mobile Phone
    United States, North Carolina
    Jun 29, 2026
  • Research Director & Investment Committee Executive at Crown Wealth Group
    R. L.
    Research Director & Investment Committee Executive
    Mobile Phone
    United States, New York
    Jan 12, 2026
  • Managing Director At Crown Wealth Group North at Crown Wealth Group
    J. F.
    Managing Director At Crown Wealth Group North
    Mobile Phone
    United States, North Carolina
    Oct 23, 2024
  • Operations Manager at Crown Wealth Group
    B. D.
    Operations Manager
    Mobile Phone
    United States, North Carolina
    Jun 30, 2026
  • Client Relations Manager at Crown Wealth Group
    A. O.
    Client Relations Manager
    Mobile Phone
    United States, North Carolina
    Sep 20, 2025
  • Senior Wealth Planner at Crown Wealth Group
    S. C.
    Senior Wealth Planner
    Mobile Phone
    United States, North Carolina
    Jun 08, 2026
  • Managing Director – Charlotte at Crown Wealth Group
    S. D.
    Managing Director – Charlotte
    Mobile Phone
    United States, North Carolina
    May 31, 2026

Frequently Asked Questions

What is Crown Wealth Group known for?

Minus sign iconPlus sign iconCrown Wealth Group was founded in 2018 and operates in the Financial Services industry. Explore Crown Wealth Group's company overview page for more information.

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

Minus sign iconPlus sign iconCrown Wealth Group employees' email format typically follows the pattern of First@crownwealthgroup.com. 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?

Minus sign iconPlus sign iconCrown Wealth Group has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 2026, 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.
  • Research Director & Investment Committee Executive: R. L.

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