210 Wealth Management, Inc.
● SEC registered since 2023CRD 328570SEC# 801-129099Morton, IL
Reg. AUM
$242.8M
Employees
16
Accounts
1,786
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 $242.8 million in regulatory assets under management and employs 16 people.
210 Wealth Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Sue Stahl Control | Chief Executive Officer | 10-25% | 2023 |
| Kelly K Cooper Control | Operations Director | 25-50% | 2023 |
| Kendall Stephan Stahl Control | Director Of Sales & Advisor | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does 210 Wealth Management, Inc. manage?
210 Wealth Management, Inc. reports $242.8 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
| Address | 110 B. Yordy Road, Morton, IL 61550 |
| Phone | 309-263-1333 |
| Fax | 309-214-5181 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.8M▲ 67%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$242.8Mregulatory AUM
Discretionary $242.8M