Investment adviser · CRD 127383
CONFIDENCE WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $454M Form ADV · Item 5.F
- Client accounts
- 2,595 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 191 | $299,511,347 | 66.0% |
| Individuals | 546 | $151,750,382 | 33.4% |
| Retirement plans | Fewer than 5 | $2,753,391 | 0.6% |
| Charities | Fewer than 5 | $45,400 | 0.0% |
Filing source
Form ADV 2072425 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10940 WILSHIRE BLVD, SUITE 600LOS ANGELES, CA, 90024, United States
CRD 127383
Filing source
Form ADV 2072425 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.