| Name | Title | Ownership | Since |
|---|---|---|---|
| Crown Canyon Capital, LLC Control | Owner | Over 75% | 2024 |
| Kevin James Groman Control | Chief Compliance Officer | Over 75% | 2024 |
| Groman Family Trust Dated 12/12/12 Control | Managing Member | Over 75% | 2014 |
C2c Wealth Management, LLC reports $165.3 million in regulatory assets under management on its Form ADV.
C2c Wealth Management, LLC reports 2 employees.
C2c Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
C2c Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 32531 N Scottsdale Rd, Suite 105-121, Scottsdale, AZ 85266 |
| Phone | (646) 222-7440 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1868903 |
| Discloses disciplinary history | No |
| Discretionary | $165.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $165.3M |