210 WEALTH MANAGEMENT, INC.

CRD

328570

SEC file #

801-129099

EIN

—

DBA names

210 Financial

Economics

AUM

$242.8M

AUM band

$100M-$500M

AUM trajectory

'25 · $145.1M

'26 · $242.8M

'25'26

$145.1M → $242.8M▲ +67%

sec adv history

Client mix

Individuals Other	904
Pension Profit Sharing Plans	65
Individuals High Net Worth	32

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 5 advisors

'25'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

MORTON IL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/23/2026

youtube.com/@210financial

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COOPER, KELLY, K

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

COOPER, KELLY, K

COOPER, PHILIP, JAMES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3641

Soi Zip Pct 200k Plus

0.1185

Soi Zip Returns 200k Plus

1,090

Soi Zip Total AGI

1,027,097

Fdic Zip Total Deposits

27,182,595,000

Fdic Zip Branch Count

245

Fdic Zip Top Banks

Morton Community Bank

Heartland Bank and Trust Company

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Fdic Zip Branches Raw

First of America Bank-Illinois, National AssociationMorton, IL

Fdic Zip HHI

5808.92

Fdic Zip Top Bank Share Pct

75.62

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	23,385
Returns	2,110

Stub 2

AGI	59,571
Returns	1,580

Stub 3

AGI	76,491
Returns	1,220

Soi Zip Total Business Income

22,892

Soi Zip Total Cap Gains

51,095

Soi Zip Total Dividends

25,465

Soi Zip Total Returns

9,200

Top Owner CRD

5667496

Trust Company Affiliate