C2C WEALTH MANAGEMENT, LLC

CRD 284148File 801-110173

APPROVED

Retail clients

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.8M

Bottom 25% of cohort (national)

Discretionary AUM

$179.8M

Clients

324

440 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 20, 2017
Principal office: 32531 N SCOTTSDALE RD, SUITE 105-121, SCOTTSDALE, AZ, 85266
Phone: (646) 222-7440
Website: HTTP://C2CWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.8M
Discretionary AUM: $179.8M
Non-discretionary AUM: $0
Discretionary accounts: 440
Non-discretionary accounts: 0
Total accounts: 440
AUM per client: $555K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	55	$125.0M
Individuals (other than high net worth individuals)	269	$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.