NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC

RIASEC Registered

Total AUM

$25M

Discretionary

$20M

80% of AUM

Avg account

$543K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 286535
Website: www.nequitco.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80%
Individuals10%
Pension & Profit Sharing Plans10%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nequit Wealth & Investment Management, LLC is a small, privately owned advisory business organized as an LLC that combines financial advisory services with real estate and insurance brokerage activities. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection services, and runs educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees. The firm is identified as a capital allocator and does not characterize itself as an active ESG investor.