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CAPITAL WISE ADVISORY
CAPITAL WISE ADVISORY LLC
CRD 329915
28210 PASEO DRIVE SUITE 190 OFFICE 314, WESLEY CHAPEL, FL, 33543, United States
Phone
813-778-3856
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.9M |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD