Assets Under Management

$1.4M

Number of Clients

45

Number of Advisors

5

Average Client AUM

$31K

AUM per Advisor

$278K

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CapitalWize is a registered investment advisory firm. Rachel Neblett is an Investment Adviser Representative with CapitalWize. George Acheampong is responsible for supervision and can be contacted at the phone number on the brochure.

Areas of Practice
Investment Management
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Location

1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309

5 Advisors at this firm

Capitalwize, Llc | TrueAdvisor