212 Wealth Management

212 Wealth Management is structured as a registered investment adviser serving multiple clients, not a single-family office. Its Form ADV filing discloses a multi-client advisory business providing personalized financial planning and portfolio management for individuals, which places it in the independent RIA category rather than a dedicated family-office structure. The firm maintains custody of client assets through an independent third party, a hallmark of the advisory model.

The firm offers discretionary portfolio management and financial planning. Its public disclosures indicate construction of model portfolios that allocate across equities, fixed-income, and alternative investment strategies, primarily implemented through mutual funds and exchange-traded funds. Manager selection and ongoing oversight are overseen by an internal investment committee.

No evidence suggests 212 Wealth Management pursues direct private-company investments or co-investment opportunities. Its investment strategy is oriented around liquid, publicly traded securities and commingled fund vehicles, consistent with a planning-led RIA rather than a family office that builds direct stakes in operating businesses or private funds.

The firm has not publicly disclosed the names of its principals, investment committee members, or advisory staff. Its regulatory filing does not break out individuals managing client assets beyond the minimum required disclosure, leaving the leadership and investment-oversight structure opaque to outside due diligence.

212 Wealth Management typically uses a percentage-of-assets-under-management fee schedule, a standard approach among boutique RIAs. The firm may also offer fixed-fee or hourly planning arrangements depending on client scope, as is common among fiduciary advisors. Exact fee tiers are disclosed in its Form ADV Part 2, available upon request.