Crownmark Wealth Advisors Revenue

Financial Services • Sandy Springs, Georgia, United States • 1-10 Employees

Crownmark Wealth Advisors revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Crownmark Wealth Advisors

Stephen Welch

Managing Partner, Director of Corporate Retirement Solutions, Financial Advisor

Company overview

Headquarters	6 Concourse Pkwy, Atlanta, Georgia 30328, US
Website	crownmarkwealth.com
NAICS	52
Founded	2025
Employees	1-10

Crownmark Wealth Advisors Email Formats

Crownmark Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@crownmarkwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@crownmarkwealth.com	50%
{first name}.{last name}	john.doe@crownmarkwealth.com	50%

About Crownmark Wealth Advisors

At Crownmark Wealth Advisors, we believe that building and preserving wealth is not achieved by chance, it’s achieved by making thoughtful, intentional moves, one decision at a time. As an independent wealth management firm, we are dedicated to helping successful families, business owners, and professionals grow, protect, and transfer their wealth with purpose and clarity. Our mission is to simplify complexity and deliver advice with independence, transparency, and genuine care. Our Approach: ✅ Financial Planning Designed for Life’s Big Moves ✅ Investment Management Aligned with Your Goals ✅ Tax-Aware Strategies to Maximize What You Keep ✅ Business Owner & Retirement Plan Solutions ✅ Estate and Legacy Planning for Generational Impact We’re proud to combine institutional-grade resources with boutique-level attention and partnership, ensuring each client receives a strategy built specifically for their unique vision. At Crownmark, we help you make the right moves — one step at a time — so you can crown your wealth and secure your legacy.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Funding Data

Crownmark Wealth Advisors has never raised funding before.

Frequently asked questions

Crownmark Wealth Advisors is located in Sandy Springs, Georgia, US.

Crownmark Wealth Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Crownmark Wealth Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Crownmark Wealth Advisors was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Crownmark Wealth Advisors

Stephen Welch

Managing Partner, Director of Corporate Retirement Solutions, Financial Advisor

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