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C2C WEALTH MANAGEMENT, LLC
CRD 284148 · SEC 801-110173
32531 N SCOTTSDALE RD, SUITE 105-121, SCOTTSDALE, AZ, 85266, United States
Phone
(646) 222-7440
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.8M
Discretionary AUM
$179.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 269 | $54.8M |
| High net worth individuals | 55 | $125.0M |
States served
CA, NV, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD