# Crown Private Wealth

Crown Private Wealth is a RIA based in Mooresville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mooresville, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/crown-private-wealth-92a71b246

## Regulatory record

- **CRD number:** 311541
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311541

## About

CROWN PRIVATE WEALTH, LLC is a state-registered investment adviser in MOORESVILLE, NC. It manages approximately $64 million in regulatory assets. The firm has 3 employees and 2 investment advisers.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Equities
- Fixed Income

## Questions

### Which sectors does Crown Private Wealth explicitly avoid?

Crown Private Wealth does not publicly disclose any explicit sector exclusions.

## Related profiles

- [Cordgrass Capital Advisors](https://altss.com/profile/cordgrass-capital-advisors-llc)
- [Veterinary Financial Group](https://altss.com/profile/veterinary-financial-group-llc)

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Last updated: 2026-07-06T01:24:14.882Z

Canonical page: https://altss.com/profile/crown-private-wealth-llc

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