Capitalwize, LLC
Capitalwize, LLC (CRD# 288124) is a financial advisory firm headquartered in Atlanta, GA. They manage $16,892,513 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management17MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$456,554
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
GA, NC
George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Kenny Conwell (CRD# 6771644) is an Investment Advisor Representative working at Capitalwize, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Da-zha Jones (CRD# 6215248) is an Investment Advisor Representative working at Capitalwize, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
Harvey McMurray (CRD# 7492045) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.