210 WEALTH MANAGEMENT, INC.
Legal name: 210 FINANCIAL
CRD #328570 SEC #801-129099 MORTON, IL 309-263-1333
SEC Registered
Total AUM
$145.1M
Discretionary
$144.4M
Employees
16
Clients
0
Accounts
1,335
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COOPER, KELLY, K | I | OPERATIONS DIRECTOR | C | Control |
| COOPER, KELLY, K | I | OPERATIONS DIRECTOR | C | Control |
| COOPER, KELLY, K | I | OPERATIONS DIRECTOR | C | Control |
| COOPER, KELLY, K | I | OPERATIONS DIRECTOR | C | Control |
| COOPER, KELLY, K | I | OPERATIONS DIRECTOR | C | Control |
| COOPER, PHILIP, JAMES | I | FOUNDER & ADVISOR | C | Control |
| COOPER, PHILIP, JAMES | I | FOUNDER & ADVISOR | C | Control |
| COOPER, PHILIP, JAMES | I | FOUNDER & ADVISOR | C | Control |
| COOPER, PHILIP, JAMES | I | FOUNDER & ADVISOR | C | Control |
| COOPER, PHILIP, JAMES | I | FOUNDER & ADVISOR | C | Control |
| STAHL, CARRIE, SUE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STAHL, CARRIE, SUE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STAHL, CARRIE, SUE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STAHL, CARRIE, SUE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STAHL, CARRIE, SUE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STAHL, KENDALL, STEPHAN | I | DIRECTOR OF SALES & ADVISOR | B | Control |
| STAHL, KENDALL, STEPHAN | I | DIRECTOR OF SALES & ADVISOR | B | Control |
| STAHL, KENDALL, STEPHAN | I | DIRECTOR OF SALES & ADVISOR | B | Control |
| STAHL, KENDALL, STEPHAN | I | DIRECTOR OF SALES & ADVISOR | B | Control |
| STAHL, KENDALL, STEPHAN | I | DIRECTOR OF SALES & ADVISOR | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
FL IA IL IN LA NY TN TX
Address
110 B. YORDY ROADMORTON, IL 61550
United States
Phone: 309-263-1333