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Confidence Wealth Management
Confidence Wealth Management was founded in 2002 as a Nevada-based registered investment adviser. It provides financial planning, wealth management, pension...
Overview
Confidence Wealth Management was founded in 2002 as a Nevada-based registered investment adviser. It provides financial planning, wealth management, pension consulting, tax planning, investment management, and portfolio management. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. No specific asset-class allocations, named portfolio holdings, or geographic deployment beyond the United States headquarters appear in available records. No team size, additional offices, or adjacent vehicles such as foundations are disclosed. No operational events from the last 24 months are recorded. The firm functions as a conventional wealth manager without evident hybrid structures, co-investment clubs, or succession details in public materials.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Henderson, United States
Frequently asked questions
Who runs investment decisions at Confidence Wealth Management?
No named principals or CIO appear in available records.
Does Confidence Wealth Management participate in fund commitments or only direct deals?
Available information shows no fund commitments or direct deals disclosed.
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