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| C2C Wealth Management LLC
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| CRD # | 284148 |
| SEC # | 801-110173 |
| CIK # | 0001868903 |
| AUM | 179.8 M (2026-03-03) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 646-222-7440 |
| Address | 32531 N Scottsdale Rd Scottsdale, AZ 85266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001868903 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Cohen & Steers Infrastructure Fund Inc | 7.6 | ||
| Chevron Corp | 5.9 | ||
| Microsoft Corp | 5.9 | ||
| International Business Machines Corp | 5.3 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 3.3 | ||
| Enterprise Products Partners L P | 2.4 | ||
| Nvidia Corp | 2.4 | ||
| Philip Morris International Inc | 1.9 | ||
| PIMCO Corporate & Income Opportunity Fund | 1.3 | ||
| Stryker Corp | 1.3 | ||
| MPLX LP | 1.3 | ||
| Wells Fargo & Co/MN | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 54.8 |
| (b) Individuals (high net worth individuals) | 55 | 125.0 |
| (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 | 0.0 |
| (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 | 440 | 179.8 |
| By Discretionary | ||
| Discretionary | 440 | 179.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 440 | 179.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.8 | |
| Total | 440 | 179.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001868903] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wacker & Associates Inc
✚
|
MN | 180.2 M |
|
Hall Capital LLC
✚
|
CA | 180.0 M |
|
Kestrel Investment Management Corp
✚
|
CA | 180.0 M |
|
Stirlingshire RIA LLC
✚
|
NY | 179.8 M |
|
Bey-Douglas LLC
✚
|
GA | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
Keen Capital Ltd
✚
|
SC | 179.7 M |
|
Leeds Capital Group LLC
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|
CA | 179.7 M |
|
Rare Wolf Capital LLC
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|
WA | 179.6 M |
|
Allaria Asset Management LLC
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|
FL | 179.6 M |