CONFIDENCE WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$454,060,520
Discretionary
$384,386,986
Non-discretionary
$69,673,534
Firm details
- CRD number
- 127383
- SEC file number
- 801-122368
- Main office
- LOS ANGELES, CA, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.