CAPITAL WISE ADVISORY

CAPITAL WISE ADVISORY of WESLEY CHAPEL, FL is an SEC-registered investment adviser (CRD 329915). Regulatory assets under management: $4.0M.

Registration

• CRD: 329915
• Type: Registered investment adviser
• Location: 28210 PASEO DRIVE SUITE 190 OFFICE 314, WESLEY CHAPEL, FL, 33543
• Phone: 813-778-3856
• Latest filing: 2026-03-30
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 47

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 329915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search