C2 Private Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

151501

SEC number

801-110692

Firm type

RIA

Assets under management

$1.8B as of Jun 19, 2026

Website

c2privatewealth.com ↗

Phone

248-567-6688

Address

29409 Haggerty Road, Novi, MI, 48377

Advisors at this firm

15 in our index · page 1 of 1

• Matthew Dean AndreoliCRD 5897469 · Novi, MI
  IA RegisteredRegistration inactive
• L Brian AthertonCRD 2518928 · Bloomfield Hills, MI
  IA RegisteredRegistration inactive
• Kirk Melbourne CassidyCRD 5344038 · Novi, MI
  IA Registered
• Gregory Charles HaegerCRD 8127460 · Novi, MI
  IA Registered
• Adam Wiliam HollCRD 7038170 · Renfrew, PA
  IA Registered
• Joshua Lee JacksonCRD 5841016 · Columbia, MO
  IA Registered
• Curt David KnotickCRD 1961768 · Renfrew, PA
  IA Registered
• Ethan James LaneCRD 6419993 · Renfrew, PA
  IA Registered
• Jared Michael LeeCRD 7949538 · Novi, MI
  IA Registered
• Paul Elliott MetlerCRD 6311118 · Ann Arbor, MI
  IA Registered
• Jason Douglas MacleanCRD 6602211 · Bloomfield Hills, MI
  IA RegisteredRegistration inactive
• Michael Paul MasserantCRD 7205801 · Novi, MI
  IA Registered
• Kevin RichmanCRD 8247454 · Gaston, OR
  IA Registered
• Shawn SrivastavaCRD 7357136 · Novi, MI
  IA Registered
• Jacob Charles ZagorCRD 6229250 · Novi, MI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.