CONFIDENCE WEALTH MANAGEMENT, INC.

CONFIDENCE WEALTH MANAGEMENT, INC. of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 127383). Regulatory assets under management: $454.1M.

Registration

• CRD: 127383
• SEC file number: 801-122368
• Type: Registered investment adviser
• Location: 10940 WILSHIRE BLVD, SUITE 600, LOS ANGELES, CA, 90024
• Phone: 310-824-1000
• Latest filing: 2026-03-31
• Regulatory AUM: $454.1M
• Discretionary AUM: $384.4M
• Non-discretionary AUM: $69.7M
• Clients: 19
• Accounts: 2,595

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127383 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search