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Confidence Wealth Management, Inc.

● SEC registered since 2021CRD 127383SEC# 801-122368Los Angeles, CA
Export (members)
Reg. AUM
$344.2M
Employees
15
Accounts
1,843
Location
Los Angeles, CA

Confidence Wealth Management, Inc. assets under management

Confidence Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2021. It reports $344.2 million in regulatory assets under management and employs 15 people.
www.linkedin.com/company/confidence-wealth/mycompanyView on SEC.gov ↗

Confidence Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Rem Oculee ControlCeo, CcoOver 75%2002

Frequently asked questions

How much does Confidence Wealth Management, Inc. manage?

Confidence Wealth Management, Inc. reports $344.2 million in regulatory assets under management on its Form ADV.

How many employees does Confidence Wealth Management, Inc. have?

Confidence Wealth Management, Inc. reports 15 employees.

Where is Confidence Wealth Management, Inc. located?

Confidence Wealth Management, Inc. is based in Los Angeles, CA and has been SEC-registered since 2021.

Does Confidence Wealth Management, Inc. disclose fund performance?

Confidence Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10940 Wilshire Blvd, Suite 600, Los Angeles, CA 90024
Phone310-824-1000
Fax310-861-8080
Office hours9a.m.-6p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$343M
Non-discretionary$1.2M
Total (RAUM)$344.2M