C2c Wealth Management, LLC
C2c Wealth Management, LLC (CRD# 284148) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $190,909,793 in 491 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management191MILLION
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Total Number of Accounts491ACCOUNTS
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Average Account Value$388,818
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, LA, MA, NH, NY, TX, WA
Financial Advisors at C2c Wealth Management, LLC
1
Louis Cheregotis (CRD# 2793077) is an Investment Advisor Representative working at C2c Wealth Management, LLC in Sausalito, CA and has over 27 years of experience in the finance industry.
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