# CAPITALWIZE, LLC

CAPITALWIZE, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 288124
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288124/similar
- Related entities: https://search.stillhousedata.com/firm/288124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.