Silvia Bora Chi
Investment adviser representative at Confidence Wealth Management, Inc.
11 yearsExperience
2 statesRegistered in
$454.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Confidence Wealth & Insurance Solutions, LLC (formerly Pl&j)Apr 2016 to now
- Confidence Wealth Management, Inc.May 2015 to now
- Confidence Wealth Management, LLC (formerly Pl&j, LLC)May 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Confidence Wealth Management, Inc.
$454.1MAssets managed
743Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5148881
- Firm CRD
- 127383