210 Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
210 Wealth Management reports 1,001 clients. They include 904 individual clients, 65 pension and profit-sharing plans, and 32 high-net-worth individuals. Of its assets, 100.0% ($243M across 1,786 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 75% |
| High-net-worth individuals | 3% | 24% |
| Pension and profit-sharing plans | 6% | 1% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 904 | $181M | 74.6% | $200K |
| High-net-worth individuals | 32 | $58.5M | 24.1% | $1.83M |
| Pension and profit-sharing plans | 65 | $2.95M | 1.2% | $45.4K |
| Corporations and other businesses | Fewer than 5 | $230K | 0.1% | — |
| Total | 1,001 | $243M | 100% | — |
- Clients
- 904
- Regulatory AUM
- $181M
- AUM share
- 74.6%
- Avg. per client
- $200K
- Clients
- 32
- Regulatory AUM
- $58.5M
- AUM share
- 24.1%
- Avg. per client
- $1.83M
- Clients
- 65
- Regulatory AUM
- $2.95M
- AUM share
- 1.2%
- Avg. per client
- $45.4K
- Clients
- Fewer than 5
- Regulatory AUM
- $230K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 1,001
- Regulatory AUM
- $243M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
210 Wealth Management charges up to 2.00% a year for its Asset Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fees are negotiable based on the services provided and are set out in the planning agreement; generally a flat one-time or ongoing fee.
Philip Cooper owns 25% to 50% of 210 Wealth Management. Carrie Stahl is CEO; the leadership team includes Chief Compliance Officer Tanya Olvera. It has 16 employees, 5 of them in advisory roles.
Leadership
Carrie StahlChief Executive Officer- Tanya OlveraChief Compliance Officer
Kelly CooperOperations Director
Philip CooperFounder & Advisor
Kendall StahlDirector
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 16 employees
- 5 in advisory functions
- 5 state-registered reps
- 8 insurance agents
- Owns 25% to 50% of 210 Wealth Management, Inc.
Philip Cooper
Control person · since October 2023
- Owns 25% to 50% of 210 Wealth Management, Inc.
Kelly Cooper
Control person · since October 2023
- Owns 10% to 25% of 210 Wealth Management, Inc.
Kendall Stahl
Control person · since October 2023
- Owns 10% to 25% of 210 Wealth Management, Inc.
Carrie Stahl
Control person · since October 2023
210 Wealth Management’s regulatory assets grew 2.1× from $117M (July 2024) to $243M (August 2026); clients rose from 530 to 1,001 and employees from 13 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $243M | 1,001 | 16 | 3 |
| March 2025 | $145M | 738 | 16 | 3 |
| July 2024 | $117M | 530 | 13 | 3 |
Besides its headquarters, 210 Wealth Management has 2 offices, with 3 listed addresses in Illinois and Iowa.
Illinois · 2 listed addresses
- 110 B. Yordy Road, MortonHQ
- 3801 Ge Road, Bloomington
Iowa · 1 listed address
- 100 Kimberly Road, Davenport
Contact and registration details
- Legal name
- 210 Wealth Management, Inc.
- Headquarters
- 110 B. Yordy Road, Morton, IL 61550
- Website
- 210financial.com
- Phone
- 309-263-1333
- @210-financial
- SEC file
- 801-129099
- Structure
- Illinois corporation
- Fiscal year end
- December
210 Wealth Management uses Charles Schwab ($202M, 88%) and Alight Financial Solutions ($28.6M, 12%) as custodians for its separately managed accounts. 210 Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $202M88%
- Alight Financial SolutionsAlight Financial Solutions, LLC · Chicago, IL · $28.6M12%
At year end, 210 Wealth Management’s separately managed accounts were mostly in funds (81%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds81%
- Bonds5%
- Cash4%
How many clients does 210 Wealth Management have?
210 Wealth Management has 1,001 clients and manages $243 million for them, as of August 2026. They include 904 individual clients, 65 pension and profit-sharing plans, and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does 210 Wealth Management offer?
210 Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does 210 Wealth Management charge?
210 Wealth Management charges up to 2.00% a year for its Asset Management Services. The fee is billed in arrears and is negotiable.
Which custodians does 210 Wealth Management use?
210 Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $202M and Alight Financial Solutions, LLC (Chicago, IL), with $28.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does 210 Wealth Management have?
210 Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 16 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 210 Wealth Management invest in?
At the end of its last fiscal year, 210 Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 210 Wealth Management?
210 Wealth Management’s direct owners are Philip Cooper, Kendall Stahl, Carrie Stahl and Kelly Cooper, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does 210 Wealth Management get paid?
210 Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 210 Wealth Management?
210 Wealth Management’s main office is at 110 B. Yordy Road, Morton, IL 61550. Its phone number is 309-263-1333. Its website is 210financial.com.