Overview
Assets Under Management: $145 million
Headquarters: MORTON, IL
High-Net-Worth Clients: 20
Average Client Assets: $2 million
Frequently Asked Questions
210 WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328570), 210 WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
210 WEALTH MANAGEMENT, INC. is headquartered in MORTON, IL.
210 WEALTH MANAGEMENT, INC. serves 20 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, 210 WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
210 WEALTH MANAGEMENT, INC. manages $145 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, 210 WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,335
Discretionary Accounts: 1,330
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 328570
Filing ID: 1973427
Last Filing Date: 2025-03-31 12:01:00
Website: https://kbc.team