Crown Wealth Group LLC

Crown Wealth Group LLC (CRD# 299732) is a financial advisory firm headquartered in Charlotte, NC. They manage $302,274,228 in 920 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $328,559
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Crown Wealth Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Douglas C. Coppola
CRD#: 834198
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Douglas Coppola (CRD# 834198) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

2
Nicholas M. Kolbenschlag
CRD#: 5862034
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Nicholas Kolbenschlag (CRD# 5862034) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

3
Tyler J. Kolbenschlag
CRD#: 6321347
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Tyler Kolbenschlag (CRD# 6321347) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

4
Steven Q. Lindgren
CRD#: 5561660
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Steven Lindgren (CRD# 5561660) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

5
Zachary S. O'brien
CRD#: 5646164
135 Medical Dr, Suite 101, Advance, NC 27006

Zachary O'brien (CRD# 5646164) is an Investment Advisor Representative working at Crown Wealth Group LLC in Advance, NC and has over 14 years of experience in the finance industry.

6
Sean M. Casullo
CRD#: 7403983
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Sean Casullo (CRD# 7403983) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has 1 year of experience in the finance industry.

7
Robert D. Lebeau
CRD#: 304821
2108 South Boulevard, Unit 300, Charlotte, NC 28203

Robert Lebeau (CRD# 304821) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 44 years of experience in the finance industry.

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