$179.8M Total AUM
$179.8M Disc. AUM
-38.1% 3Y CAGR
2 Employees
324 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Legacy signal
- Established Date
- 11-09-2016
- Office Locations
- 2
Office Locations
32531 N Scottsdale RD Suite 105-121 Scottsdale AZ
-- Reno NV
About C2C Wealth Management, LLC
C2C Wealth Management LLC is a boutique RIA serving select, highly successful clients, including entrepreneurs. The firm coordinates investment management with cash flow, tax, and estate planning, with an emphasis on planning, education, and accountability. Portfolios are primarily implemented with ETFs, and Schwab is a key custodian.
Team overview
-- AVG AGE
$179.8M AVG AUM / ADVISOR
$555.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex beacon
Client Personas
Harbor
Investment Themes
Insight foundation
Investment Vehicles
Oak horizon
Services
Horizon north Atlas Timber atlas Value wave Unison value Harbor north
Technology
Eagle quantum
Owner & Executives
K
KEVIN JAMES GROMAN
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(593) 732-6881
meridian.atlas@summitcapital.com
in linkedin.com/in/element-unison
Showing 1 of 1 owners & executives
Unlock allContacts
L
LOUIS FRANK CHEREGOTIS
--
- CRD
- #2793077
(706) 238-1793
oak.atlas@fusioncapital.com
in linkedin.com/in/unison-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,809,631 | $408,658 |
| Non-Discretionary | $0 | -- |
| Total | $179,809,631 | $408,658 |
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Separately Managed Accounts
Total SMA Asset: $179,809,631
Equity - Exchange:
32.2% U.S. Government/Agency:
21.9% Cash:
45.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $785,529,066 | 32.2% |
| U.S. Government/Agency | $534,257,346 | 21.9% |
| Cash | $1,119,744,848 | 45.9% |
| Total | $2,439,531,260 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL EAGLE ATLAS | RADIAL UNISON | 8UCULOOLK | WXYVZ | 8.49% | $95,148,322 |
| VERTEX BEACON | CAPITAL SUMMIT | 60OMD0LPJ | UASCN | 11.87% | $84,454,880 |
| DELTA BRIDGE MERIDIAN | VALUE MATRIX | HP6EZQM5U | IJTB | 4.19% | $83,876,191 |
| SUMMIT FOCUS SUMMIT | CAPITAL OPTIMA | EJNZJCJDL | APAB | 1.73% | $28,992,278 |
| WAVE MATRIX CATALYST | VERTEX VERTEX | 4L0T919YG | MSU | 9.92% | $51,480,287 |
| MOMENTUM PATHWAY VERTEX | BEACON DELTA | NMLRL1ZKA | JAC | 5.55% | $25,481,705 |
| MERIDIAN ZENITH GLACIER | INSIGHT RADIAL | B761OFCQX | BCR | 9.53% | $50,129,131 |
| LEGACY NORTH INSIGHT | PATHWAY NORTH | O0SJYD7WB | IPDKA | 6.99% | $51,358,308 |