Minas Kourouglos
212 Wealth Management · Scottsdale, Arizona
Minas Kourouglos is a fee-only financial advisor at 212 Wealth Management in Scottsdale, Arizona. 212 Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 212 Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.1M across 18 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 6440913 |
| Exams passed | Series 65 (2022) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 212wm.com |
How Minas's firm compares
- 212 Wealth Management's average account is about $117,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Minas
Is Minas Kourouglos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Minas holds no broker registration, and 212 Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Minas charge for financial advice?
Minas's firm, 212 Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Minas Kourouglos based?
Minas Kourouglos is based in Scottsdale, Arizona.
Is Minas Kourouglos registered with the SEC?
Yes. Minas Kourouglos is registered as an investment adviser representative in AZ and CA (CRD 6440913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 212 Wealth Management manage?
212 Wealth Management reports $2.1M across 18 accounts in assets under management.
How do I contact Minas Kourouglos?
Through Minas's website, 212wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 212 Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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