C2C WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $179.8M |
| Discretionary | $179.8M100% of AUM |
| Client Accounts | 440 |
| Avg Account Size | $409K |
| Employees | 2 |
| Peak AUM | $819.6MMar 2022 |
| AUM CAGR | -2.6% /yrover 9 yrs · 19 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $180M | +8.8% | 37.2% | 21.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $179.8M |
| Discretionary | $179.8M |
| Employees | 2 |
| Client Accounts | 440 |
| Client Range | 0 |
Contact & Location
Address
32531 N SCOTTSDALE RD
SCOTTSDALE AZ 85266
Phone
(646) 222-7440
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$180M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported