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C2 PRIVATE WEALTH

NOVI, MI · CRD 151501 · IAPD ↗ · c2privatewealth.com · 248-567-6688

$1.82BRegulatory AUM
11Advisory reps
16Employees
0Clients
26-50Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — C2 PRIVATE WEALTH notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2026 — C2 PRIVATE WEALTH changed its website from retirementplanningedu.com to c2privatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — C2 PRIVATE WEALTH notice-filed in CO, LA, MD, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — C2 PRIVATE WEALTH added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — C2 PRIVATE WEALTH reported RAUM up 54% ($1.18B -> $1.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2026 — C2 PRIVATE WEALTH notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — C2 PRIVATE WEALTH moved its main office from LIVONIA, MI to NOVI, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
March 2025 — STRATEGIC INVESTMENT ADVISORS, LLC is now doing business as C2 PRIVATE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
69
March 2025 — C2 PRIVATE WEALTH reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2025 — STRATEGIC INVESTMENT ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2024 — STRATEGIC INVESTMENT ADVISORS, LLC notice-filed in IN, NC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
November 2024 — STRATEGIC INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($947.1M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2024 — STRATEGIC INVESTMENT ADVISORS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
July 2024 — STRATEGIC INVESTMENT ADVISORS, LLC changed its website from seniorplanningadvisors.com to retirementplanningedu.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
March 2024 — STRATEGIC INVESTMENT ADVISORS, LLC now reports custody of client assets ($11.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.