RIA Intel›Advisers›Colorado›NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC

NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC

Advisory

DENVER, CO

Data as of Jan 18, 2026 · Source: SEC Form ADV

Average account

$543K

across 46 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 18, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$20M

Non-Discretionary AUM$5M

Discretionary %80%

Total Clients—

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SCHIELD MANAGEMENT COMPANY

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MERITOR CAPITAL, LLC

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$25M

ABBOUD FINANCIAL PLANNING, INC.

$25M

PYRAMID PEAK CAPITAL, LLC

$25M

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