Nequit Wealth & Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,000,000
Total clients
0
Total advisors
1
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
NeQuit Wealth & Investment Management, LLC manages roughly $25 million and offers comprehensive financial planning, investment management, and retirement/pension consulting to individuals, trusts, corporations, and small businesses, with a stated focus on clients in the sports and entertainment sector. Its services include discretionary portfolio management (both in‑house and through recommended third‑party money managers), business and management consulting, and periodic educational seminars for clients and prospects.
The firm develops an Investment Policy Statement with each client and follows a core‑and‑satellite framework that emphasizes diversification across equities, fixed income, ETFs and, when appropriate, option-based hedging strategies and municipal bond selection with credit analysis. NWIM implements accounts primarily through custodial relationships (e.g., Charles Schwab), actively monitors portfolios, and may delegate portions of assets to third‑party money managers while allowing clients to impose reasonable investment restrictions.
Noteworthy aspects that distinguish NWIM from many peers include affiliated non‑investment businesses—NeQuit Insurance and NeQuit Realty—where firm personnel are licensed to sell insurance and procure real estate transactions (disclosures and conflict‑management policies are described). The firm also offers pension and retirement‑plan consulting, modular and hourly planning options, public educational seminars, and is registered as an NFLPA player financial advisor, a combination of services uncommon for managers of its size.
Client services
Expertise
Occupation focus
Fee options
Flat fees typically range from $500 to $50,000, negotiable
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.90% $25,000,000 - $50,000,000: 0.75% $50,000,001+: 0.50%
Financial Planning Hourly Rate: $300/hour
Account minimum: $250,000 Minimum fee: Financial Planning Hourly Rate: $300/hour; Retirement Module: $1,500 (5 hour minimum charge); Modular Plan: $600 (2 hour minimum charge); Comprehensive Plan: $3,000 (10 hour minimum charge) Fee-only: Flat fees typically range from $500 to $50,000, negotiable based on client circumstances
Main office location
Nequit Wealth & Investment Management, LLC
7900 E. Union Ave, Suite 1100
Denver CO 80237, United States
Number of offices
2
Most active in
Colorado · Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
Quick links
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