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212 Wealth Management
212 WEALTH MANAGEMENT is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $2 million in regulatory assets.
212 Wealth Management
212 WEALTH MANAGEMENT is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
City
Scottsdale
Frequently asked questions
What investment services does 212 Wealth Management provide?
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.
Who leads 212 Wealth Management and makes investment decisions?
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.
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