LionCrown Wealth Management

Financial Services • Lake Oswego, Oregon, United States • 1-10 Employees

Company overview

Headquarters	5200 SW Meadows Rd, Suite 200, Lake Oswego, Oregon 97035, US
Phone number	+19712048889
Websites	lioncrownwealthmanagement.com lioncrownwm.com
NAICS	52
Keywords	Investments, Insurance, Equities, Retirement Planning, Financial Advice, Wealth Management, Portfolio Management, Goal Planning
Founded	2019
Employees	1-10

Key Contact at LionCrown Wealth Management

Crystal Smithers

President, Sr. Financial Advisor, CPFA

About LionCrown Wealth Management

Our firm specializes in helping individuals and families develop sound financial plan strategies to accommodate all of the transitions in life's journey. Securities offered through Level Four Financial, LLC, Member FINRA SIPC, clearing through Raymond James & Associates, Member FINRA/SIPC. Level Four Financial, LLC (LFF) reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. We can not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings or views expressed are my own and do not necessarily reflect that of LFF. LFF is not responsible for content posted by third parties. Statements and messages are for U.S. residents only, and all products and services mentioned may not be available in all states. This page is for informational purposes only, and should not be construed as a recommendation to buy or sell products or to provide investment advice.

LionCrown Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

LionCrown Wealth Management has never raised funding before.

Frequently asked questions

LionCrown Wealth Management is located in Lake Oswego, Oregon, US.

You can reach LionCrown Wealth Management at +19712048889.

LionCrown Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at LionCrown Wealth Management

Crystal Smithers

President, Sr. Financial Advisor, CPFA

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