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Crown Wealth Group Logo
Crown Wealth Group CB Rank
838122
Heat Score
31
Crown Wealth Group is a financial consulting firm that offers investment strategy, risk management, tax planning, and real estate services.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 crownwealthgroup.com/
Consulting
Financial Services
Impact Investing
Risk Management
Wealth Management
Overview

Crown Wealth Group
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Crown Wealth Group

CB Rank
838122
Crown Wealth Group is a financial consulting firm that offers investment strategy, risk management, tax planning, and real estate services.
Founded
obfuscation
Private Charlotte, North Carolina, United States1-10 crownwealthgroup.com/
Consulting
Financial Services
Impact Investing
Risk Management
Wealth Management

Key People

Details

Legal Name Crown Wealth Group, LLC
Also Known As CWG
Operating Status Active
Company Type For Profit
Founders  Nick Kolbenschlag
Phone Number +1 704-360-3995
Contact Email info@crownwealthgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Personal CFO Solution
A comprehensive financial advisory service that coordinates all aspects of a client's financial life, including investments, tax planning, and wealth management.
Investment Strategy and Portfolio Management
Services that develop and manage investment plans tailored to individual financial goals and market conditions.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 10

Employee Profiles

News

News and Press

News•Jan 15, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

403
132.95%
 in past month

IT Spend

$83KThis year, Crown Wealth Group is projected to spend $83K on IT, according to Aberdeen.

Active Website Tech Count

3Crown Wealth Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Gravatar Profiles.

Total IP

1Crown Wealth Group has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Crown Wealth Group's headquarters? Crown Wealth Group is located in Charlotte, North Carolina, United States.Who are Crown Wealth Group's competitors? Alternatives and possible competitors to Crown Wealth Group may include Mariner Wealth Advisors, Cresset, and  Cerity Partners.
Who We Are
What We Do
Helpful Links
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