# Confidence Wealth Management

Confidence Wealth Management is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Henderson, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** icwm.com
- **LinkedIn:** https://www.linkedin.com/company/confidencewmllc

## Regulatory record

- **CRD number:** 127383
- **SEC file number:** 801-122368
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127383

## About

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.

## 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.

## Related profiles

- [Confianza Wealth Management](https://altss.com/profile/confianza-wealth-management)
- [Confidential Management Advisors](https://altss.com/profile/confidential-management-advisors)

---

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

Canonical page: https://altss.com/profile/confidence-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology