Crown Wealth Group

  • Financial Services
  • Charlotte NC
  • 10 employees
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Company Overview

Headquarters
2108 South Boulevard, Charlotte NC
Website
crownwealthgroup.com
Employees
10
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Crown Wealth Group

Crown Wealth Group is a United States-based company headquartered in Charlotte, North Carolina. The firm is a smaller enterprise, employing 10 people and generating an estimated $2.5 million in annual revenue. Crown Wealth Group specializes in providing Personal CFO services, tailoring family office solutions for wealthy families. Their platform offers a centralized hub for all their financial needs, encompassing advice, planning, and execution. Their unique approach focuses on delivering comprehensive financial solutions to high-net-worth individuals and families through a single point of contact. For more information about Crown Wealth Group and their services, please visit their website at crownwealthgroup.com.

Company Leadership

Nick Kolbenschlag

Chief Executive Officer & Co-Founder

Phone Email

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FAQ

What is the location of Crown Wealth Group's headquarters?
The headquarters of Crown Wealth Group are situated at 2108 South Boulevard, Charlotte NC
What is Crown Wealth Group's official website?
The official website of Crown Wealth Group can be found at crownwealthgroup.com.
What is Crown Wealth Group's current revenue?
As of June 2023, Crown Wealth Group's annual revenue reached $3B.
How many employees does Crown Wealth Group currently have?
Crown Wealth Group employs approximately 10+ people as of June 2023
Which industries is Crown Wealth Group primarily operating in?
Crown Wealth Group operates in the following industries: Credit, Finance
Who is the Chief Executive Officer & Co-Founder of Crown Wealth Group?
Crown Wealth Group's Chief Executive Officer & Co-Founder is Nick Kolbenschlag

Employee Directory

Key Employees

Tyler Kolbenschlag

COO & Co-Founder

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Amy Olsen

Client Relations Manager

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Zac O'Brien

Managing Director at Crown Wealth Group North

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Sean Casullo

Senior Wealth Planner

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