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| Keyboard |
| Confidence Wealth Management Inc
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|---|---|
| CRD # | 127383 |
| SEC # | 801-122368 |
| CIK # | |
| AUM | 454.1 M (2026-03-31) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-824-1000 |
| Address | 10940 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 151.8 |
| (b) Individuals (high net worth individuals) | 191 | 299.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.8 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,595 | 454.1 |
| By Discretionary | ||
| Discretionary | 2,557 | 384.4 |
| Non-Discretionary | 38 | 69.7 |
| Total | 2,595 | 454.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 454.1 | |
| Total | 2,595 | 454.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cove Private Wealth LLC
✚
|
NY | 455.5 M |
|
Flourish Wealth Management Inc
✚
|
MN | 455.2 M |
|
IVC Wealth Advisors LLC
✚
|
PA | 455.0 M |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 454.2 M |
|
Wakefield Asset Management LLLP
✚
|
CO | 454.0 M |
|
Silver Grove Financial Group Inc
✚
|
NY | 453.6 M |
|
Richmond Investment Services LLC
✚
|
WI | 453.2 M |
|
IMZ Advisory Inc
✚
|
FL | 452.7 M |
|
Nova R Wealth Inc
✚
|
KS | 452.6 M |
|
Old North State Wealth Management LLC
✚
|
NC | 452.6 M |