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Crownmark Wealth Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website crownmarkwealth.com
Client types

Overview

Crownmark Wealth Advisors is an independent wealth management firm headquartered in Atlanta, Georgia, providing strategic financial guidance to professionals, business owners, and families. The firm focuses on helping clients build, grow, and sustain generational wealth through customized financial planning, investment management, estate strategies, and business consulting. Crownmark emphasizes intentional wealth building through disciplined planning and long-term strategy. Its approach centers on aligning financial decisions with clients’ long-term goals while empowering them to make informed choices about their financial future. Advisory services are offered through Concurrent Investment Advisors, LLC, an SEC-registered investment adviser, with brokerage services through Purshe Kaplan Sterling Investments (PKS), a FINRA/SIPC member.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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