Inactive

Adam Wiliam Holl

C2 Private Wealth

CRD 7038170

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Employer firm

C2 Private Wealth CRD 151501

$1.82B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-11

PA RA
APPROVED

Since 2026-06-11

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

831 Evans City Road, Renfrew, PA 16053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
C2 Private Wealth	Renfrew	PA	03/2026	Present
Accurate Solution Group	Renfrew	PA	12/2023	03/2026
Pnc Bank	Pittsburgh	PA	06/2020	11/2023
University Of Pittsburgh	Pittsburgh	PA	08/2016	08/2020
Penn Dot	Butler	PA	06/2017	06/2019

03/2026 → Present

C2 Private Wealth

Renfrew, PA
12/2023 → 03/2026

Accurate Solution Group

Renfrew, PA
06/2020 → 11/2023

Pnc Bank

Pittsburgh, PA
08/2016 → 08/2020

University Of Pittsburgh

Pittsburgh, PA
06/2017 → 06/2019

Penn Dot

Butler, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-25

S65 Uniform Investment Adviser Law Examination

2026-04-25

View on SEC IAPD

Nearby Firms

PATHWORKS FINANCIAL, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

BRYAN SCOTT SMITH

DOUGLAS SCOTT SMITH

ROBERT PAUL SCHMANSKY

Nearby Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI

AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI

SPC · Novi, MI

More in Novi, MI

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