Bank / Wealth / TrustRIA · CRD 127383SEC-Registered

Updated:

Confidence Wealth Management

Confidence Wealth Management was founded in 2002 as a Nevada-based registered investment adviser. It provides financial planning, wealth management, pension...

Confidence Wealth Management logo

Confidence Wealth Management

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

AUM

Undisclosed

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.

Where does the underlying wealth come from?

No wealth origin is publicly attributed to any specific family or founder.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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