{
  "crd_number": 328570,
  "slug": "210-financial-morton-il-328570",
  "primary_business_name": "210 FINANCIAL",
  "legal_name": "210 WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Morton",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "37900",
  "metro": {
    "cbsa_code": "37900",
    "common_name": "Peoria",
    "msa_name": "Peoria, IL",
    "path": "/advisors/il/peoria"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 242847830.0,
  "raum_discretionary": 242847830.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 16,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 181205569.0,
      "count": 904
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2953971.0,
      "count": 65
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 58458521.0,
      "count": 32
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 229769.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IA",
    "IL",
    "IN",
    "LA",
    "NY",
    "TN",
    "TX"
  ],
  "websites": [
    "https://210financial.com",
    "https://facebook.com/210financial",
    "https://instagram.com/210financial",
    "https://linkedin.com/company/210-financial/home",
    "https://youtube.com/@210financial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328570",
  "city_as_filed": "MORTON",
  "url": "https://advisorcensus.com/firm/210-financial-morton-il-328570",
  "display_name": "210 Financial",
  "summary": "210 Financial is an SEC-registered investment advisory firm in Morton, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. 210 Financial (CRD 328570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is 210 Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 210 Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does 210 Financial's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 210 Financial located?",
      "a": "210 Financial's principal office is in Morton, IL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 210 Financial registered with the SEC or a state?",
      "a": "210 Financial is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328570."
    },
    {
      "q": "How much does 210 Financial manage?",
      "a": "210 Financial reports $242,847,830 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have 210 Financial's assets and staff changed since 2024?",
      "a": "In the Form ADV data for 210 Financial: Regulatory assets under management: $116,830,850 in the October 2024 data and $242,847,830 in the October 2026 data, up 108%. Total employees: 13 in October 2024 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 210 Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (904); pension and profit sharing plans (but not the plan participants or government pension plans) (65); high net worth individuals (32)."
    },
    {
      "q": "Which custodians does 210 Financial use?",
      "a": "210 Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alight Financial Solutions, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 210 Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328570"
    },
    {
      "q": "What changed in 210 Financial's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $145,139,695 to $242,847,830 (+67%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 116830850.0,
      "total_employees": 13,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 145139695.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 242847830.0,
      "total_employees": 16,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $145,139,695 to $242,847,830 (+67%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Client portfolios are a maximum annual advisory fee of 2.00% but may be modified lower, as noted in the Investment Advisory Agreement."
        ]
      }
    ],
    "quotes": [
      "Client portfolios are a maximum annual advisory fee of 2.00% but may be modified lower, as noted in the Investment Advisory Agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alight Financial Solutions, LLC",
      "name_as_filed": "ALIGHT FINANCIAL SOLUTIONS, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/210-financial-morton-il-328570.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 904,
      "fewer_than_5": false,
      "raum": 181205569.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 58458521.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 65,
      "fewer_than_5": false,
      "raum": 2953971.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 229769.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}