Crenshaw Wealth Group

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	Chicago, Illinois, United States
Websites	crenshawwealth.com crenshawenterprises.com
NAICS	52
Keywords	Financial Advisory, 401K, IRA, Retirement Planning, Life Insurance, Wealth Advisory
Founded	2023
Employees	1-10

Key Contact at Crenshaw Wealth Group

Sandra Montgomery

Director

About Crenshaw Wealth Group

At Crenshaw Wealth Group, our mission is simple: protect first, build wealth, and leave a legacy. We help families, professionals, and business owners take control of their financial future through education-driven strategies and access to industry-leading solutions backed by Primerica. What We Do: • Life Insurance Protection – Affordable term life to safeguard loved ones. • Retirement Planning – IRAs, 401(k) rollovers, and mutual funds tailored to long-term goals. • College Savings – Flexible strategies to fund education. • Accounting Services - Stay ahead of your business’s overhead with the latest AI technology. • Wealth Strategies – Building smarter habits for financial independence and legacy planning. Why Choose Us: We believe financial confidence comes from clarity. That’s why we start with a complimentary Financial Needs Analysis (FNA) — a personalized roadmap that helps you see where you are today and how to get where you want to go. With Crenshaw Wealth Group, you gain more than products — you gain a partner dedicated to helping you protect your family, grow your wealth, and secure your legacy. Compliance Disclosure: Securities offered through PFS Investments Inc., member FINRA/SIPC. Life insurance underwritten by Primerica Life Insurance Company. This is general information, not individualized financial or legal advice. Crenshaw Wealth Group is a trade name of Crenshaw Enterprises, Inc.

Crenshaw Wealth Group revenue & valuation

Annual revenue	$47,300,000
Revenue per employee	$47,267,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$151,300,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Crenshaw Wealth Group has never raised funding before.

Frequently asked questions

Crenshaw Wealth Group is located in Chicago, Illinois, US.

Crenshaw Wealth Group was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Crenshaw Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Crenshaw Wealth Group

Sandra Montgomery

Director

4.8

40,000 users