CONFIDANT WEALTH ADVISORY, INC.

CONFIDANT WEALTH ADVISORY, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 158036).

Registration

• CRD: 158036
• SEC file number: 801-72417
• Type: Registered investment adviser
• Location: 12520 HIGH BLUFF DRIVE, SUITE 275, SAN DIEGO, CA, 92130
• Phone: 858-431-4430
• Latest filing: 2011-10-21
• Clients: 1

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 158036 on SEC IAPD (source of record)
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