CAPITALWIZE, LLC

CAPITALWIZE, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 288124). Regulatory assets under management: $272K.

Registration

• CRD: 288124
• Type: Registered investment adviser
• Location: 1100 PEACHTREE ST. NE, ATLANTA, GA, 30309
• Phone: 800-835-0863
• Latest filing: 2026-06-22
• Regulatory AUM: $272K
• Discretionary AUM: $272K
• Clients: 8
• Accounts: 101

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search