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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2024
- Office Locations
- 1
Office Locations
About THE Real Wealth Coterie
The Real Wealth Coterie is a 100% virtual, values-aligned financial planning and wealth management firm serving individuals and families across life stages such as parenting, entrepreneurship, and windfalls, with a multigenerational focus. Led by founder Lazetta Rainey Braxton, MBA, CFP®, the firm provides fiduciary advice, ongoing plan updates, and financial organization, and custodies with platforms including Altruist and Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAZETTA RAINEY BRAXTON
Associate, Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #5381045
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,312,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,312,443 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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