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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2017
- Office Locations
- 6
Office Locations
About Capitalwize, LLC
Capitalwize, LLC is an RIA focused on first-generation millionaires, serving individuals, couples, and entrepreneurs with comprehensive financial planning and investment management. Portfolios skew heavily to ETFs. Clients use Capitalwize 360, a private digital experience with account aggregation, weekly financial summaries, and a secure storage vault. Custody includes Altruist and Betterment.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE ACHEAMPONG
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5982867
- Ownership
- 50% but less than 75%
Kenny Nathan Conwell Jr.
Founder, Managing Member
- CRD
- #6771644
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Devin Lamont Alphin
--
- CRD
- #6103157
GREG DERDERIAN
--
- CRD
- #5414658
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $272,099 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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