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).

Current Firm Details
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA 30309
http://www.capitalwize.co
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, financial advisor Charlotte NC
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 5 years of experience in the finance industry.

2
Kenny Conwell, financial advisor Atlanta GA
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 Jones, financial advisor Atlanta GA
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 McMurray, financial advisor Charlotte NC
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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