C2C Wealth Management, LLC

RIASEC Registered
Total AUM
$180M
Discretionary
$180M
100% of AUM
Avg account
$409K
Accounts
440
Employees
2
Advisory reps
3

Firm details

Headquarters
Scottsdale, Arizona
CRD number
284148
Registered since
March 20, 2017
Website
c2cwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI69.54%
  • Individuals30.46%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

C2C Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm is SEC-registered (registration in 2017) and describes itself as a capital allocator that also selects third‑party managers on clients’ behalf. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. The firm charges a percentage-of-AUM fee and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 7%, Cash & Cash Equivalents 3%90%
  • Exchange Traded Equities90%
  • US Government Bonds7%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$80.3M in ETFs

Passive

99%

$79.5M

Active

1%

$803K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$10.5M13,68313.05%
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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
32531 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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