DJ
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
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
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
Da-Zha is the CEO of Guided to Wealth Planning Group since July 2021. He spends about 10-20% of his time on 1:1 financial coaching and financial wellness education.
Employment History
Current Registrations
Capitalwize, LLC
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Vanguard Advisers, INC.
August 2015 - July 2021 · 5 yrs 11 mos
Vanguard Marketing CorporationBroker
July 2013 - July 2021 · 8 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.