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210 FINANCIAL
210 WEALTH MANAGEMENT, INC.
CRD 328570 · SEC 801-129099
110 B. YORDY ROAD, MORTON, IL, 61550, United States
Phone
309-263-1333
Fax
309-214-5181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.8M
Discretionary AUM
$242.8M
Team
16 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 904 | $181.2M |
| High net worth individuals | 32 | $58.5M |
| Pension/profit sharing plans | 65 | $3.0M |
States served
IL, IN, IA, LA, NY, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD