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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Confidence Wealth Management Inc
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|---|---|
| CRD # | 127383 |
| SEC # | 801-122368 |
| CIK # | |
| AUM | $344.2 M (2025-05-28) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 310-824-1000 |
| Address | 10940 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 173.5 |
| (b) Individuals (high net worth individuals) | 98 | 167.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,843 | 344.2 |
| By Discretionary | ||
| Discretionary | 1,820 | 343.0 |
| Non-Discretionary | 23 | 1.2 |
| Total | 1,843 | 344.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.2 | |
| Total | 1,843 | 344.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AG Campbell Advisory LLC
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|
MD | 0.3 |
|
Putterman Dean Eliot
✚
|
TX | 0.3 |
|
Oxinas Partners LLC
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|
IN | 0.3 |
|
Tidemark LLC
✚
|
CA | 0.3 |
|
Goodwin Investment Advisory LLC
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|
GA | 0.3 |
|
Clarendon Private LLC
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|
MA | 0.3 |
|
Brown McLeod Inc
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|
AL | 0.3 |
|
Bull Harbor Capital LLC
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|
MD | 0.3 |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 0.3 |
|
Peregrine Investment Advisors LLC
✚
|
MS | 0.3 |