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| Confidence Wealth Management LLC
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| |
|---|---|
| CRD # | 127383 |
| SEC # | 801-122368 |
| CIK # | |
| AUM | $267.1 MM (2024-06-04) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 310-824-1000 |
| Address | 170 S Green Valley Pkwy Henderson, NV 89012 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 54.5 |
| (b) Individuals (high net worth individuals) | 311 | 209.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,820 | 267.1 |
| By Discretionary | ||
| Discretionary | 1,777 | 263.8 |
| Non-Discretionary | 43 | 3.3 |
| Total | 1,820 | 267.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.1 | |
| Total | 1,820 | 267.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cascades Capital Asset Management LLC
✚
|
NC | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Whipplewood Advisors LLC
✚
|
CO | 0.3 |
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
✚
|
NM | 0.3 |
|
Bridge City Capital LLC
✚
|
OR | 0.3 |
|
Athena Investment Management
✚
|
CA | 0.3 |
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |