212 WEALTH MANAGEMENT

212 WEALTH MANAGEMENT of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 325317). Regulatory assets under management: $2.1M.

Registration

• CRD: 325317
• Type: Registered investment adviser
• Location: 6803 EAST MAIN STREET, SCOTTSDALE, AZ, 85251
• Phone: 480-716-7066
• Latest filing: 2026-03-10
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325317 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search