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| Happy Holidays!! thanks for using AUM13F!! |
| 210 Wealth Management Inc
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| CRD # | 328570 |
| SEC # | 801-129099 |
| CIK # | |
| AUM | $145.1 M (2025-03-31) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Phone | 309-263-1333 |
| Address | 110 B Yordy Road Morton, IL 61550 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 667 | 105.2 |
| (b) Individuals (high net worth individuals) | 20 | 37.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 2.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,335 | 145.1 |
| By Discretionary | ||
| Discretionary | 1,330 | 144.4 |
| Non-Discretionary | 5 | 0.8 |
| Total | 1,335 | 145.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.1 | |
| Total | 1,335 | 145.1 |
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OK | 0.1 |
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