Firm profile

CONFIDENCE WEALTH MANAGEMENT, INC.

LOS ANGELES, CACRD 127383Latest ADV March 31, 2026

Confidence Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $454M in regulatory assets under management, 19 employees, 1 office, and 2,595 accounts.

Assets Under Management
$454M
Employees
19
Offices
1 office
Total Clients
743
Primary office
LOS ANGELES, CA
10940 WILSHIRE BLVD, SUITE 600, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORem Oculee
CCORem Oculee

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
546
2
HNWI
25.7%
191
3
Pension Plans
0.5%
4
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$454Mas of March 31, 2026
Discretionary84.7%
$384M
85% of total RAUM84.7%
Non-discretionary15.3%
$70M
15% of total RAUM15.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$454M
Total Accounts2,595
10Y AUM Change+$352M (+345.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee39:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.