Overview
Assets Under Management: $1.2 billion
Headquarters: NOVI, MI
High-Net-Worth Clients: 359
Average Client Assets: $2 million
Frequently Asked Questions
C2 PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151501), C2 PRIVATE WEALTH is subject to fiduciary duty under federal law.
C2 PRIVATE WEALTH is headquartered in NOVI, MI.
C2 PRIVATE WEALTH serves 359 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, C2 PRIVATE WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
C2 PRIVATE WEALTH manages $1.2 billion in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, C2 PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 359
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,639
Discretionary Accounts: 7,639
Regulatory Filings
CRD Number: 151501
Filing ID: 2029144
Last Filing Date: 2025-12-03 15:56:43
Website: 3