FormDSignal
66

C2c Private Wealth, LLC registers with the SEC under the 120-day rule (Miami, FL)

New SEC adviser (120-day rule) · CRD 343915 · 801-137363 · effective 2026-10-19

Effective 2026-10-19. 2 employees (2 advisory), no regulatory AUM reported yet. Notice-filed in AR, CA, NJ, PA, TX, FL. Limited Liability Company (FL).

120-day rule (must reach $100M RAUM)No RAUM yetNo website listedNotice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Custodian / clearing
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance