SEC Form ADV · CIK 1868903

C2C WEALTH MANAGEMENT, LLC

Firm profile: C2C Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$179.8M

Assets Under Management

440

Total Clients

Employees

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Registration Details

CIK: 1868903
Accession: CRD-284148
Location: SCOTTSDALE, AZ
Filing Date: March 3, 2026
AUM: $179.8M
Total Clients: 440
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

C2C WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $179.8M in assets across 440 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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