Capitalwize, LLC

Capitalwize, LLC (CRD# 288124) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,700,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC

Financial Advisors at Capitalwize, LLC
Showing 1 - 4 of 4 top financial advisors.
1
George Acheampong
CRD#: 5982867
615 S. College St., Charlotte, NC 28202

George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Kenny N. Conwell
CRD#: 6771644
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA 30309

Kenny Conwell (CRD# 6771644) is an Investment Advisor Representative working at Capitalwize, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

3
Da-zha R. Jones
CRD#: 6215248
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA 30309

Da-zha Jones (CRD# 6215248) is an Investment Advisor Representative working at Capitalwize, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

4
Harvey L. McMurray
CRD#: 7492045
615 S. College St., Charlotte, NC 28202

Harvey McMurray (CRD# 7492045) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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