C2 C Wealth Management, LLC (Mansfield)

Name: C2 C Wealth Management, LLC
Address: 75 Williams Street, Mansfield, MA, 02048
Telephone: (508) 339-6074

C2 C Wealth Management, LLC is a large advisory firm based in Mansfield. It manages $398.71 million of regulatory assets for 461 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Louisiana, Massachusetts, and Texas.

C2 C Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

C2 C Wealth Management: assets under management

The assets under management (AUM) of C2 C Wealth Management, LLC is $398.71 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in non-exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay C2 C Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients C2 C Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of C2 C Wealth Management is high net worth individuals with 74 clients and $355.78 million of assets under management. Among the 9 most similar advisory firms, C2 C Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $398.71 million for 218 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

C2 C Wealth Management doesn't advise any private funds.

Careers at C2 C Wealth Management, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Louis Anthony Della Valle	Member, principal and chief compliance officer	1 Sep 2016	50% - 75%	2782757
Maureen (Nmn) Mackowski	Member and principal	1 Nov 2016	50% - 75%	867207
Maureen Mackowski	Principal	1 Nov 2016	50% - 75%	867207

Based in Mansfield

The principal office where C2 C Wealth Management, LLC performs its advisory services is located at 75 Williams Street, Mansfield, MA 02048, which is also the mailing address of the firm. An additional office of the firm is in Sausalito, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (508) 339-6074 or by fax (508) 772-0075. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at c2cwealth.com.