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Building 2CONFIDENCE WEALTH MANAGEMENT, INC.

Map pinLOS ANGELES, CA
Phone310-824-1000
NotebookSEC #801-122368
Total AUM
$454.1M
Employees
19
Clients
743

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10940 WILSHIRE BLVD
SUITE 600
LOS ANGELES
CA 90024
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
310-824-1000
Other Offices
1

ReceiptFinancials

Total AUM
$454.1M
Accounts
2,595
Discretionary
$384.4M
Accounts
2,557
Non-Discretionary
$69.7M
Accounts
38

ContactClients

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Individual Clients
546
AUM
$151.8M
HNW Individual Clients
191
AUM
$299.5M
Pension/Profit Sharing Plan Clients
4
AUM
$2.8M
Charitable Organization Clients
2
AUM
$45.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLMINCNJNVPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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