212 Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,111,578
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$263,947
About
212 Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm offers custom portfolio management on a discretionary or non-discretionary basis and prepares tailored financial plans addressing investment objectives, tax optimization, cash flow, and estate considerations.
The adviser employs a tactical allocation strategy intended to reduce risk and seek improved performance, using fundamental analysis and primarily long-term purchases across equities, government and municipal securities, commercial paper, and cash positions. Portfolios may be adjusted for sector weighting, dividend potential, or as a cash hedge, and accounts are reviewed annually or upon triggering events such as material account changes.
Distinctive features include an affiliation with insurance activities through its principals, while the brochure discloses that insurance products are not intended to be recommended to advisory clients — an arrangement that is uncommon among independent advisers. The firm also accepts corporate or institutional clients in addition to individuals, and one principal’s external corporate development and M&A role, which the brochure notes occupies a substantial portion of their time, is a notable operational detail compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
Retirement income strategy
Fee options
Up to $5,000 per financial plan, negotiated in advance
0.50% to 1.50% per annum depending on strategy and account size
$250 per hour for financial planning services
Main office location
212 Wealth Management
6803 East Main Street, Suite 1121
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
212 Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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