GA

George Acheampong

8 Years of Experience

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

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Regulatory 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.

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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.