C2 Private Wealth
Novi, MI·SEC-registered · CRD #151501
C2 Private Wealth is an SEC-registered investment advisory firm in Novi, MI managing $1.8B across 12k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
12k
Advisory staff
11
Fee model
Fee-based
How C2 Private Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about C2 Private Wealth
How much does C2 Private Wealth manage?
Per its most recent SEC Form ADV filing (06/19/2026), C2 Private Wealth reports $1.8B in regulatory assets under management across roughly 12k client accounts.
How does C2 Private Wealth charge?
C2 Private Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is C2 Private Wealth a fiduciary?
Yes. C2 Private Wealth is registered with the U.S. Securities and Exchange Commission (CRD #151501), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is C2 Private Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks C2 Private Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Novi, MI
Profile compiled from C2 Private Wealth's public SEC Form ADV filing (CRD #151501, filed 06/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of C2 Private Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with C2 Private Wealth? Claim this profile.