CONFIANZA WEALTH MANAGEMENT

CONFIANZA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 330322). Regulatory assets under management: $692K.

Registration

• CRD: 330322
• Type: Registered investment adviser
• Phone: 773-655-3650
• Latest filing: 2026-05-22
• Regulatory AUM: $692K
• Discretionary AUM: $692K
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search