What departments does Crown Wealth Group have?

Crown Wealth Group has employees across 3 departments including Finance, Operations, Research.

What is the largest department at Crown Wealth Group?

The largest department at Crown Wealth Group is Finance with 2 employees.

Where are Crown Wealth Group employees located globally?

Crown Wealth Group has employees across 1 continents and 1 countries including United States Of America.

How has Crown Wealth Group's team size changed over time?

Crown Wealth Group's team has remained stable from approximately 11 to 11 employees based on available data.

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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.

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
R. L.
Research Director & Investment Committee Executive
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

Crown Wealth Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Crown Wealth Group

Name

Title

Contact Info

Location

Last Update

Z. O.
Managing Director Of Athlete Division At Crown Wealth Group
Mobile Phone
Email
United StatesNorth Carolina
Apr 16, 2026

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 Charlotte, North Carolina 28203 United States. 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 April 2026. These team members are located across 1 continents, including North America.

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

As of April 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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Crown Wealth Group Employee Directory

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