210 Wealth Management, Inc.
- Regulatory AUM
- $243M
- Discretionary
- $243M
- Clients
- 1,001
- Avg AUM / client
- $243K
- Accounts
- 1,786
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 904 | $181M | 74.6% |
| High net worth individuals | 32 | $58.5M | 24.1% |
| Pension and profit sharing plans | 65 | $3.0M | 1.22% |
| Corporations and other businesses | 0 | $230K | 0.09% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooper, Kelly, K | Operations Director | Oct 2023 (3y) | 25% – 50% | |
| Kendall Stephan Stahl | Director Of Sales & Advisor | Oct 2023 (3y) | 10% – 25% | |
| Olvera, Tanya, Michelle | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Philip James Cooper | Founder & Advisor | Oct 2023 (3y) | 25% – 50% | |
| Stahl, Carrie, Sue | Chief Executive Officer | Oct 2023 (3y) | 10% – 25% | |
| Jesse Daniel Psinas | Registered representative | Jan 2024 (3y) | ||
| Jacob Lincoln Hauter | Registered representative | Jul 2024 (2y) | ||
| Lawson Leahr | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $202M (83% of AUM) Mar 2026
- Alight Financial Solutions, Llc $28.6M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗