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CAPITALWIZE, LLC
CRD 288124
1100 PEACHTREE ST. NE, STE. 200, ATLANTA, GA, 30309, United States
Phone
800-835-0863
Fax
800-745-1053
Registration
— (—)
Source
State registered
Total AUM
$272K
Discretionary AUM
$272K
Team
8 total employees; 8 advisory reps; 219 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $272K |
All web addresses on file
Official SEC filing: View on IAPD