Crown Wealth Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 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

Location
Employees

North America
13

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  • United States Of America
    13

Crown Wealth Group's Leadership

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

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

Contact profiles from Crown Wealth Group

Name
Title
Contact Info
Location
Last Update
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    Z. O.
    Managing Director Of Athlete Division At Crown Wealth Group
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    United StatesNorth Carolina
    Feb 26, 2025

Frequently Asked Questions

What is Crown Wealth Group known for?

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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?

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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?

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Crown Wealth Group has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 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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