212 WEALTH MANAGEMENT

Overview

212 Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individuals and families. Its core advisory services are financial planning and portfolio management for individuals, small businesses and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and does not identify as an ESG-focused manager. Investment activity at 212 Wealth Management is concentrated and equity-oriented. The firm’s filings indicate a clear preference for exchange-traded equities and ETFs as the primary building blocks of client portfolios, with selective use of external alternative managers to gain exposure to commodities and oil & gas. The adviser operates on a small scale, which typically allows for hands-on relationships and tailored planning for each client household.

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Location & Offices