|
⚲
|
| C2C Wealth Management LLC
✚
| |
|---|---|
| CRD # | 284148 |
| SEC # | 801-110173 |
| CIK # | 0001868903 |
| AUM | $190.9 MM (2024-03-07) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 480-287-2130 |
| Address | 32531 N Scottsdale Rd Scottsdale, AZ 85266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.5 | |
| MSFT | 1,918,222.4 | 7.3 | |
| CVX | 294,604.1 | 6.1 | |
| UTF | 2,402.8 | 5.5 | |
| ETY | 1,777.1 | 3.5 | |
| IBM | 127,593.9 | 3.1 | |
| EPD | 54,009.8 | 1.8 | |
| SYK | 74,798.9 | 1.4 | |
| PTY | 1,428.1 | 1.1 | |
| ARCC | 8,938.4 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 46.0 |
| (b) Individuals (high net worth individuals) | 44 | 144.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 190.9 |
| By Discretionary | ||
| Discretionary | 491 | 190.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 190.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.9 | |
| Total | 491 | 190.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001868903] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
|
Wealth Management Group of North America LLC
✚
|
CT | 0.2 |
|
Teramo Advisors LLC
✚
|
FL | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
Sage Investment Advisers LLC
✚
|
NY | 0.2 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.2 |
|
Secured Retirement Advisors LLC
✚
|
MN | 0.2 |
|
XO Capital LLC
✚
|
CA | 0.2 |
|
Marest Capital LLC
✚
|
CA | 0.2 |