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).
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Total Assets Under Management3MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$60,000
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses

GA, NC
George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 5 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 6 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 9 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 1 year of experience in the finance industry.