RIA Intel›Advisers›Georgia›CAPITALWIZE, LLC

CAPITALWIZE, LLC

Advisory

ATLANTA, GA

Data as of Jun 22, 2026 · Source: SEC Form ADV

Average account

$3K

across 101 accounts

AUM per adviser

$34K

8 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$272K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$272K

Discretionary AUM$272K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients101

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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MRP CURRENCY, LLC

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+29.6% 1Y

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