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).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $456,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
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 7 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 7 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 10 years of experience in the finance industry.

4
Harvey 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 over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.