C2C WEALTH MANAGEMENT, LLC

32531 N Scottsdale Rd
Suite 105-121
Scottsdale, Arizona 85266
Tel: (480) 287-2130

About C2C WEALTH MANAGEMENT, LLC

C2C WEALTH MANAGEMENT, LLC, formally registered with the SEC as C2C WEALTH MANAGEMENT, LLC. The firm was established in 03/20/2017. They have over 2 offices throughout the country.

C2C WEALTH MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $190,909,793 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284148
SEC#	801-110173
Assets Managed by Firm	$190,909,793
No. of Clients	491
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	491	$190,909,793
Individuals (other than high net worth individuals)	64	$46,048,265
High net worth individuals	44	$144,658,593
Pension and profit sharing plans	Fewer than 5 clients	$202,935

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