212 Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
212 Wealth Management is a state‑registered independent investment adviser that provides fee‑based investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities, including portfolio management for institutional clients. The firm also produces and sells educational white papers and checklists for a one‑time fee.
The adviser follows a tactical asset allocation approach grounded in fundamental analysis, managing portfolios on a discretionary or non‑discretionary basis with an emphasis on long‑term holdings and periodic rebalancing. Strategies may include cash positions used as hedges, selective individual stock recommendations, and tax‑aware trades such as harvesting gains or losses.
Noteworthy features for a solo independent adviser include an affiliation with licensed insurance producers among the firm’s principals, a relationship the brochure states is not intended to result in insurance sales to advisory clients, and the firm’s willingness to manage business or institutional accounts. The firm’s principal also maintains significant outside roles in mergers and acquisitions and related businesses, and the adviser operates with a small client base and modest assets under management while offering customized services.
Client services
Expertise
Fee options
Up to $5,000 fixed fee for financial planning services
0.50% to 1.50% per annum depending on account size, type and complexity
$250 per hour for financial planning services
Fee-only: Fixed fee for financial planning services up to $5,000 per plan; hourly fee $250/hour
Main office
6803 East Main Street, Suite 1121
Scottsdale AZ 85251
Advisors at this office
1
Most active in
Arizona · California
Also doing business as
212 Wealth Management · 212 Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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