CRD: 286535
Nequit Wealth & Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2019
- Office Locations
- 1
Office Locations
About Nequit Wealth & Investment Management, LLC
NeQuit Wealth & Investment Management provides holistic financial planning and wealth management for professional athletes, supporting clients from draft day through retirement with cash-flow, lending, investment and concentrated stock planning, estate/retirement and philanthropic strategies, plus business planning and private venture analysis. Led by CFP K.T. Coleman, a former Division I/pro basketball player and NFLPA-registered advisor; relationships custodied at Charles Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
KWESI T COLEMAN
Founder, President
- CRD
- #3263040
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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