GA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
45 clients
Average Client Portfolio
$31K average
Assets Under Management
$1.4M
Fee Structure
This document is a brochure supplement and does not contain any fee information. Please refer to the CapitalWize brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
615 S. College St., Charlotte, NC, 28202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George is the President of Acheampong Enterprises, LLC, selling digital financial education resources and apparel promoting wealth building for minorities. This activity takes a few hours per week and is unrelated to his advisory services.
Employment History
Current Registrations
Capitalwize, LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Makes Cents 2 Me, INC.
June 2017 - April 2019 · 1 yr 10 mos
Gradient Investments, LLC
April 2017 - August 2019 · 2 yrs 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.