Confidence Wealth Management, Inc.
● SEC registered since 2021CRD 127383SEC# 801-122368Los Angeles, CA
Reg. AUM
$454.1M
Employees
19
Accounts
2,595
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 $454.1 million in regulatory assets under management and employs 19 people.
Confidence Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rem Oculee Control | Ceo, Cco | Over 75% | 2002 |
Frequently asked questions
How much does Confidence Wealth Management, Inc. manage?
Confidence Wealth Management, Inc. reports $454.1 million in regulatory assets under management on its Form ADV.
How many employees does Confidence Wealth Management, Inc. have?
Confidence Wealth Management, Inc. reports 19 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
| Address | 10940 Wilshire Blvd, Suite 600, Los Angeles, CA 90024 |
| Phone | 310-824-1000 |
| Fax | 310-861-8080 |
| Office hours | 9a.m.-6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$454.1M▲ 70%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$454.1Mregulatory AUM
Discretionary $384.4MNon-discretionary $69.7M