Reported as state-registered
212 WEALTH MANAGEMENT
CRD 325317
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Firms
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
31,268 sourced firms · query 1607 ms
Reported as state-registered
CRD 325317
Principal state not provided in this source record
State registration: AZ
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as registered
CRD 328136 · SEC 801-128769
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 341112 · SEC 801-135715
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 329645 · SEC 802-130808
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 335221 · SEC 802-132554
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
CRD 310460
Principal state not provided in this source record
State registration: WA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as registered
CRD 298094 · SEC 801-117066
BOCA RATON, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 230788 · SEC 801-110797
SEATTLE, WA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 323898 · SEC 801-128548
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
CRD 330299
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
CRD 334532
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as registered
CRD 317916 · SEC 801-123213
SAINT LOUIS, MO
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 336774 · SEC 802-135649
MIDLAND, TX
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 340499 · SEC 802-135461
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 321930 · SEC 802-126362
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 322923 · SEC 801-126520
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CRD 323152 · SEC 801-126681
NEW YORK, NY
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CRD 329523 · SEC 802-132063
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026