CAPITALWIZE, LLC

Overview

Capitalwize, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is individuals and families and its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The adviser reports it is not an active ESG investor and is not designated as a multi-state adviser in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices