210 FINANCIAL

Legal name: 210 WEALTH MANAGEMENT, INC.

CRD 328570File 801-129099

APPROVED

Retail clients

Filing as of Aug 3, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$242.8M

Below cohort median (national)

Discretionary AUM

$242.8M

Clients

1,001

1,786 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Nov 24, 2023
Principal office: 110 B. YORDY ROAD, MORTON, IL, 61550
Phone: 309-263-1333
Website: https://210financial.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $242.8M
Discretionary AUM: $242.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,786
Non-discretionary accounts: 0
Total accounts: 1,786
AUM per client: $243K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$230K
High net worth individuals	32	$58.5M
Pension and profit sharing plans	65	$3.0M
Individuals (other than high net worth individuals)	904	$181.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	738	1,001	increased by263
Apr 1, 2026	AUM	$145,139,695	$242,847,830	increased by$97,708,135
Apr 1, 2026	Accounts	1,335	1,786	increased by451
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “210 FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“210 FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.