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Capitalwize, LLC CRD 288124
$272.1K regulatory AUM 219 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-22 |
Branch Locations
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-22 |
Branch Locations
Decatur, GA • United States
1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 02/2016 | 11/2023 |
| Advice And Planning Services | Atlanta | GA | 03/2016 | 11/2023 |
| Erica Ronelle Llc | Lawrenceville | GA | 01/2019 | 01/2024 |
| King Honor Wealth Abundance Llc | Lawrenceville | GA | 11/2023 | 09/2024 |
| Pr Squared Wealth Management Llc | Atlanta | GA | 01/2024 | 09/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 10/2024 | 03/2025 |
| Massmutual Life Insurance Company | Atlanta | GA | 10/2024 | 03/2025 |
| Capitalwize, Llc | Atlanta | GA | 04/2025 | Present |
| Pr Squared Wealth Management Llc | Atlanta | GA | 05/2025 | Present |
| Melanin Money | Dallas | TX | 03/2025 | Present |
| Devin Alphin, Sole Proprietor | Atlanta | GA | 03/2025 | Present |
(1.) Devin Alphin, Sole Proprietor; Yes; Atlanta, GA; Insurance Services; Insurance Agent; 03/2025; 20/ HRS MO; 20/ HRS MO (2.) Capitalwize, LLC; Yes; Atlanta, GA; RIA; Financial Advisor; 04/2025; 40/ HR MO; 40/ HRS MO (3.) Melanin Money; Yes; Dallas, TX; Financial Planning firm; Client Associate; 03/2025; 10/ HRS MO; 10/ HR MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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