# Confianza Wealth Management

Confianza Wealth Management is a RIA based in Vista, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vista, United States
- **Region:** North America
- **Address:** Vista, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** confianzawealth.com
- **LinkedIn:** https://www.linkedin.com/company/confianza-wealth-management

## Regulatory record

- **CRD number:** 330322
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330322

## About

Confianza Wealth Management was established in 2024. It functions as a US-based wealth manager and registered investment adviser. The firm supplies investment advisory services that include investment management and financial planning. It works with individuals, high-net-worth individuals, and pension plans. No asset-class allocations, named holdings, or geographic deployment details beyond the United States headquarters have been disclosed. No team size, additional offices, or adjacent vehicles are recorded. No operational events from the last 24 months are available in source material. The firm operates as a standard registered investment adviser without disclosed hybrid structures, co-investor clubs, or succession arrangements.

## Questions

### What services does Confianza Wealth Management provide?

The firm offers investment management and financial planning to individuals, high-net-worth individuals, and pension plans.

### When was Confianza Wealth Management founded?

The firm was established in 2024.

### Where is Confianza Wealth Management headquartered?

The firm is based in Vista, United States.

### Does Confianza Wealth Management publish AUM figures?

No AUM data has been disclosed.

### Who are the principals at Confianza Wealth Management?

No named principals are listed in available records.

## Related profiles

- [Confiance Financial & Investment Advisors](https://altss.com/profile/confiance-financial-investment-advisors)
- [Confidence Wealth Management](https://altss.com/profile/confidence-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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