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210 Wealth Management, Inc.

● SEC registered since 2023CRD 328570SEC# 801-129099Morton, IL
Export (members)
Reg. AUM
$145.1M
Employees
16
Accounts
1,335
Location
Morton, IL

210 Wealth Management, Inc. assets under management

210 Wealth Management, Inc. operates as an SEC-registered investment adviser based in Morton, IL. The firm has been registered since 2023. It reports $145.1 million in regulatory assets under management and employs 16 people.
www.youtube.com/@210financialView on SEC.gov ↗

210 Wealth Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Carrie Sue Stahl ControlChief Executive Officer10-25%2023
Kelly K Cooper ControlOperations Director25-50%2023
Kendall Stephan Stahl ControlDirector Of Sales & Advisor10-25%2023
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Frequently asked questions

How much does 210 Wealth Management, Inc. manage?

210 Wealth Management, Inc. reports $145.1 million in regulatory assets under management on its Form ADV.

How many employees does 210 Wealth Management, Inc. have?

210 Wealth Management, Inc. reports 16 employees.

Where is 210 Wealth Management, Inc. located?

210 Wealth Management, Inc. is based in Morton, IL and has been SEC-registered since 2023.

Does 210 Wealth Management, Inc. disclose fund performance?

210 Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 B. Yordy Road, Morton, IL 61550
Phone309-263-1333
Fax309-214-5181
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.4M
Non-discretionary$776K
Total (RAUM)$145.1M