$72MM AUM | $800,000 Rev in
Helping Advisors Future-Proof Their Firms.
212 Wealth Management was born from a simple idea. How to help small advisory firms, future proof their business as well as provide maximum financial value to the advisors that built their business.
Our founders have had a tremendous amount of success in financial services businesses, providing a platform to smaller firms to join and prosper and we are bringing that model and determination to the wealth advisory space.