RIA Intel›Advisers›North Carolina›CROWN PRIVATE WEALTH, LLC

CROWN PRIVATE WEALTH, LLC

Advisory

MOORESVILLE, NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in NC
#476
of 516 advisers by AUM
Average account
$461K
across 138 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$64M
Discretionary %
100%
Clients
139
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients139
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC, WV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

SLP WEALTH LLC
DURHAM, NC
$64M
0.0% 1Y
VN CAPITAL MANAGEMENT, LLC
GREENSBORO, NC
$63M
+0.9% 1Y
THE JOURNEYS GROUP, INC.
WINTERVILLE, NC
$63M
BRYANT & BRANNOCK, LLC
DURHAM, NC
$63M
MYERS CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
$65M
+28.4% 1Y
MILLARD & COMPANY, INC.
TRYON, NC
$62M
+3.4% 1Y

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