C2C WEALTH MANAGEMENT, LLC
CRD #284148 SEC #801-110173 SCOTTSDALE, AZ (646) 222-7440
SEC Registered
Total AUM
$165.3M
Discretionary
$165.3M
Employees
2
Clients
101
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $165.3M | $165.3M | $0 | 2 | 0 |
| Mar 2025 | $165.3M | $165.3M | $0 | 2 | 0 |
| Mar 2024 | $190.9M | $190.9M | $0 | 2 | 0 |
| Mar 2024 | $190.9M | $190.9M | $0 | 2 | 0 |
| Feb 2023 | $757M | $757M | $0 | 4 | 0 |
| Mar 2022 | $819.6M | $819.6M | $0 | 7 | 0 |
| Mar 2022 | $819.6M | $819.6M | $0 | 7 | 0 |
| Jan 2021 | $642.3M | $0 | $642.3M | 4 | 0 |
| May 2020 | $506.5M | $0 | $506.5M | 4 | 0 |
| Feb 2020 | $506.5M | $0 | $506.5M | 4 | 0 |
| Mar 2019 | $398.7M | $0 | $398.7M | 4 | 0 |
| Oct 2018 | $289.5M | $0 | $289.5M | 4 | 0 |
| Apr 2018 | $289.5M | $0 | $289.5M | 4 | 0 |
| Mar 2018 | $289.5M | $0 | $289.5M | 4 | 0 |
| Jun 2017 | $227M | $20M | $207M | 2 | 26 |
| Mar 2017 | $227M | $20M | $207M | 2 | 26 |
| Mar 2017 | $227M | $20M | $207M | 2 | 26 |
DateJul 2025
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$757M
Discretionary$757M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$819.6M
Discretionary$819.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$819.6M
Discretionary$819.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$642.3M
Discretionary$0
Non-Disc.$642.3M
Employees4
Clients0
DateMay 2020
Total AUM$506.5M
Discretionary$0
Non-Disc.$506.5M
Employees4
Clients0
DateFeb 2020
Total AUM$506.5M
Discretionary$0
Non-Disc.$506.5M
Employees4
Clients0
DateMar 2019
Total AUM$398.7M
Discretionary$0
Non-Disc.$398.7M
Employees4
Clients0
DateOct 2018
Total AUM$289.5M
Discretionary$0
Non-Disc.$289.5M
Employees4
Clients0
DateApr 2018
Total AUM$289.5M
Discretionary$0
Non-Disc.$289.5M
Employees4
Clients0
DateMar 2018
Total AUM$289.5M
Discretionary$0
Non-Disc.$289.5M
Employees4
Clients0
DateJun 2017
Total AUM$227M
Discretionary$20M
Non-Disc.$207M
Employees2
Clients26
DateMar 2017
Total AUM$227M
Discretionary$20M
Non-Disc.$207M
Employees2
Clients26
DateMar 2017
Total AUM$227M
Discretionary$20M
Non-Disc.$207M
Employees2
Clients26