# CAPITALWIZE, LLC

CAPITALWIZE, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://capitalwize.co
- **LinkedIn:** https://www.linkedin.com/company/capitalwize

## Regulatory record

- **CRD number:** 288124
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288124

## About

CapitalWize is a financial planning and investment management firm for first generation millionaires and modern millennials. Clients get comprehensive planning via Capitalwize 360, including a personal financial website, account aggregation, and related tools. The firm operates as the Financial CEO for clients, coordinating their financial team.

## Sectors

- 1st generation millionaires
- Modern millennials

## People

- George Acheampong Jr. — Co Founder, Managing Partner
- Kenney Conwell — Co Founder, Managing Partner
- Da-zha Jones — CFP®
- Samantha Kall

## Questions

### Who runs investment decisions at CAPITALWIZE, LLC?

No principal or officer of CAPITALWIZE, LLC has been publicly identified. The firm does not have a disclosed CEO, CIO, or managing partner as of 2026. Without a named decision-maker, allocators cannot evaluate leadership or investment authority.

### Does CAPITALWIZE, LLC participate in fund commitments or only direct deals?

There is no public evidence that CAPITALWIZE, LLC has committed capital to any fund or completed any direct investment. The firm has not reported or been cited in any investment transaction. Its investment approach remains entirely undisclosed.

### What investment stages does CAPITALWIZE, LLC typically target?

CAPITALWIZE, LLC has not disclosed a target stage for its investments. No information is available on whether the firm focuses on venture, growth, buyout, credit, or other stages. All stage preferences are unknown as of 2026.

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- [VAULTIS PRIVATE WEALTH LTD](https://altss.com/profile/vaultis-private-wealth-ltd)
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Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/capitalwize-llc

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