$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Capital Group
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2023
- Office Locations
- 1
Office Locations
6803 East Main Street Suite 1121 Scottsdale AZ
About 212 Wealth Management
212 Wealth Management is a Scottsdale, AZ RIA providing fiduciary wealth management for individuals and families. The firm builds customized financial plans and delivers investment management, retirement planning, debt, risk, and tax/estate-planning strategies, with reviews every six months. Public filings indicate portfolios are primarily implemented with ETFs and the firm supports custody via Altruist.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$263.9K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Investment Themes
Element Ridge quantum
Investment Vehicles
Ridge vital
Services
Peak Insight legacy Radial bridge Alpha eagle
Owner & Executives
M
MINAS JOHN KOUROUGLOS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6440913
- Ownership
- Less than 5%
(574) 827-8869
capital.delta@ridgecapital.com
in linkedin.com/in/optima-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,111,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,111,578 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,111,578
Equity - Exchange:
18.6% Cash:
67.0% Public Funds:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $66,945,516 | 18.6% |
| Cash | $241,147,827 | 67.0% |
| Public Funds | $51,828,787 | 14.4% |
| Total | $359,922,130 | 100.0% |