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CONFIDENCE WEALTH MANAGEMENT, INC.
CRD 127383 · SEC 801-122368
10940 WILSHIRE BLVD, SUITE 600, LOS ANGELES, CA, 90024, United States
Phone
310-824-1000
Fax
310-861-8080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$454.1M
Discretionary AUM
$384.4M
Team
19 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 546 | $151.8M |
| High net worth individuals | 191 | $299.5M |
| Pension/profit sharing plans | 4 | $2.8M |
| Charitable organizations | 2 | $45K |
States served
AL, AK, AZ, CA, CO, MI, NV, NJ, NC, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD