C2C Wealth Management, LLC
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
FINTRXOverview
C2C Wealth Management, LLC is an independent, fee-based registered investment adviser that works primarily with individual and family clients. Founded in 2017 as an LLC, the firm charges clients a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. The firm identifies as a capital allocator, meaning it places client capital with third-party managers in addition to managing assets directly. C2C does not position itself as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Kevin Groman
Chief Compliance OfficerCRD 7872324
Contacts
1 of 1
Louis Cheregotis
Senior VP, InvestmentsCRD 2793077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$85M in ETFs
100%
$84.5M
1%
$425K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.2M | 13,614 | 12.00% |
Location
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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