212 Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,300,000
Clients
190
Advisors
2
of 2 employees
About
212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non‑discretionary investment advice to retirement plans. The firm also offers financial planning and consulting services covering areas such as retirement and estate planning, corporate and personal tax planning, cost segregation studies, and other business- and personal-finance matters.
The firm’s investment process combines fundamental, technical, and quantitative analysis and draws on third‑party research sources for equity selection, with a focus on long‑term holdings tailored to each client’s risk tolerance and objectives. For retirement-plan engagements, the firm serves as a co‑fiduciary, providing plan monitoring and participant education while delivering recommendations on a non‑discretionary basis.
Noteworthy attributes include an owner‑led structure with a single principal responsible for portfolio oversight and formal account reviews, and a significant portion of the firm’s advisory activity tied to multiple 401(k) plan relationships that represent a large share of assets under advisement. The firm also provides a broader mix of business-focused planning services than is typical for similarly sized advisers and has staff licensed to offer insurance products, which it discloses as separate from its advisory services.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.75% $5,000,000+: 0.50%
Financial planning services at $500.00 per hour
Minimum fee: Financial Planning minimum fee of $500
Main office
10663 Loveland Madiera Road, Suite 273
Loveland OH 45140
Advisors at this office
2
Most active in
Ohio
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
Advisors at this firm
Jason P
Series 63, Series 66
Loveland, OH
212 Wealth Management Group, LLC
Jason Pinson is a financial advisor with 20 years of industry experience, currently with 212 Wealth Management Group, LLC. He holds Series 63 and Series 66 licenses and has worked previously at Axecap Investments LLC, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, he is a fitness instructor and an independent travel agent. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individuals and non-discretionary advice to retirement plans. The firm’s investment approach combines fundamental, technical, and quantitative analysis with third-party research, focusing on long-term holdings tailored to client risk tolerance and objectives.
Nicolette G
Series 66
Loveland, OH
212 Wealth Management Group, LLC
Nicolette Goedde is a financial advisor with 7 years of industry experience, currently with 212 Wealth Management Group, LLC. She holds the Series 66 designation and has held prior roles at firms including Vertice Capital Partners, Cullen Cioffi Capital Management, UBS Financial Services, Bank of America, Merrill, and Wells Fargo Advisors. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non-discretionary investment advice to retirement plans. The firm combines fundamental, technical, and quantitative analysis for equity selection, focusing on long-term holdings tailored to client risk tolerance, and offers a broad range of financial planning and consulting services including retirement, estate, and tax planning.
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