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Capitalwise Wealth ManagementFinancial advisor in Houston, TX

Capitalwise Wealth Management is a financial advisor at 802 W 17th St Unit 200, Houston, TX 77008, ranked #30 of 78 wealth managers in Houston and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Houston, TXUpdated 0 paid placements in any rankingHow we rank

Call (713) 219-9820Website ↗

Key facts

Key facts about Capitalwise Wealth Management
Address802 W 17th St Unit 200, Houston, TX 77008Get directions
Phone(713) 219-9820
Websitecapitalwise.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Houston and 11 towns within 25 miles: West University Place, Bellaire, Aldine, Jacinto City, Galena Park, Alief, South Houston, Pasadena, Cloverleaf, Missouri City and Stafford.

Based in Houston, TXView on map

Opening hours

Opening hours for Capitalwise Wealth Management
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Capitalwise Wealth Management

How is Capitalwise Wealth Management ranked in Houston?

Capitalwise Wealth Management is ranked #30 of 78 wealth managers in Houston by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Capitalwise Wealth Management’s hours?

Capitalwise Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Capitalwise Wealth Management serve?

Serves Houston and 11 towns within 25 miles: West University Place, Bellaire, Aldine, Jacinto City, Galena Park, Alief, South Houston, Pasadena, Cloverleaf, Missouri City and Stafford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Capitalwise Wealth Management?

Capitalwise Wealth Management has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Capitalwise Wealth Management?

Call Capitalwise Wealth Management on (713) 219-9820. The business is at 802 W 17th St Unit 200, Houston, TX 77008. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Capitalwise Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Capitalwise Wealth Management (this business)—645.0 (9)NoNo
Bur Oak Wealth Management - Alexandre Murphy#28645.0 (9)NoNo3.8 mi
Reveal Wealth Strategies - Ameriprise Financial Services, LLC#31644.4 (14)NoNo4.6 mi

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