CP
C2 PRIVATE WEALTH
SEC RegisteredNOVI, MIhttps://c2privatewealth.com248-567-6688
Assets Under Management
$1B–$5B
Employees
16
Office Locations
4 offices
Total Accounts
11760
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,542 | $681M |
| High Net Worth Individuals | 514 | $1.1B |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Kirk Melbourne Cassidy
PRESIDENT
Cassidy And Associates Inc.
MEMBER
Llc Advisors Excel Holdings
MEMBER
Kirk Melbourne Cassidy
PRESIDENT
Heather Lynn Lyon
CHIEF COMPLIANCE OFFICER
Office locations
4 offices in 2 states
MI
NOVIHQ
MO
COLUMBIA
MI
ANN ARBOR
MI
BLOOMFILED HILLS
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#151501
SEC Number
801-110692
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
c2privatewealth.comPhone
248-567-6688Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. C2 PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.