Capitalwize, LLC

Overview

Capitalwize, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves retail households and small business owners. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges clients via a mix of AUM-based fees, hourly engagements, and fixed-fee arrangements. Capitalwize does not market itself as an ESG investor, is not a multistate adviser by its filing, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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Location & Offices