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| Happy Holidays!! thanks for using AUM13F!! |
| Crown Wealth Group LLC
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| CRD # | 299732 |
| SEC # | 801-120589 |
| CIK # | 0001845698 |
| AUM | $316.5 M (2025-06-05) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 704-360-3995 |
| Address | 2108 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 11.1 | |
| Nvidia Corp | 6.3 | |
| Apple Inc | 5.8 | |
| Amazon Com Inc | 4.2 | |
| Alphabet Inc | 3.3 | |
| Spotify Technology Sa | 2.9 | |
| Lilly Eli & Co | 2.5 | |
| Facebook Inc | 2.5 | |
| Netflix Inc | 2.0 | |
| Broadcom Inc | 1.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 60.1 |
| (b) Individuals (high net worth individuals) | 104 | 253.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 316.5 |
| By Discretionary | ||
| Discretionary | 949 | 316.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 949 | 316.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 316.4 | |
| Total | 949 | 316.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845698] |
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