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 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$80.3M in ETFs
99%
$79.5M
1%
$803K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.5M | 13,683 | 13.05% |
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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