SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Confidence Wealth Management, Inc.
Los Angeles, CA
CRD 127383
Firm filing updated March 31, 2026 ·
- $454.1MAssets
- 8Advisory staff
- 2,595Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals546
- High net worth individuals191
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 546 | $151.8 million |
| High net worth individuals | 191 | $299.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.8 million |
| Charitable organizations | Fewer than 5 clients | $45,400 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$454.1 million
- Accounts2,595
- Discretionary$384.4 million · 2,557 accounts
- Non-discretionary$69.7 million · 38 accounts
People
- Employees19
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents8
- Planning clients500
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 127383, SEC file 801-122368.
- Registered with the SEC as an investment advisor (status date on record: September 27, 2021).
Is Confidence Wealth Management, Inc. a fiduciary?
Short answer: Confidence Wealth Management, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
8 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.