|
⚲
|
| Keyboard |
| 210 Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 328570 |
| SEC # | 801-129099 |
| CIK # | |
| AUM | 242.8 M (2026-03-23) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 309-263-1333 |
| Address | 110 B Yordy Road Morton, IL 61550 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 181.2 |
| (b) Individuals (high net worth individuals) | 32 | 58.5 |
| (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 | 65 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,786 | 242.8 |
| By Discretionary | ||
| Discretionary | 1,786 | 242.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,786 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 1,786 | 242.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthway Financial Advisors
✚
|
VA | 245.6 M |
|
Legacy Solutions LLC
✚
|
PA | 243.8 M |
|
Rinaldi Wealth Management Inc
✚
|
FL | 243.2 M |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 242.8 M |
|
MUNN Wealth Management LLC
✚
|
OH | 242.3 M |
|
Revolution Capital LLC
✚
|
NE | 241.9 M |
|
Bayntree Wealth Advisors LLC
✚
|
AZ | 241.1 M |
|
Carolina Financial Advisors Inc
✚
|
NC | 240.9 M |
|
Kaiyo Wealth LLC
✚
|
CA | 240.1 M |
|
Forefront Wealth Partners LLC
✚
|
TX | 239.8 M |