Data / Investment advisers / California / Confidence Wealth Management, Inc.
Confidence Wealth Management, Inc., Los Angeles, CA: $454 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Confidence Wealth Management, Inc. is an SEC registered investment adviser with its main office in Los Angeles, California and reports $454 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Confidence Wealth Management, Inc. (CRD number 127383): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 127383
- SEC file number
- 801-122368
- SEC status
- Approved, effective September 27, 2021
- Main office
- 10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024
- Phone
- (310) 824-1000
- Regulatory AUM
- $454,060,520 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $384,386,986
- Non discretionary AUM
- $69,673,534
- Accounts
- 2,595
- Employees
- 19, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 191 | $299.5 million |
| Individuals (other than high net worth individuals) | 546 | $151.8 million |
| Pension and profit sharing plans | 4 | $2.8 million |
| Charitable organizations | 2 | $45,400 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $454.1 million | March 31, 2026 |
| December 1, 2025 | $344.2 million | May 28, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Atwater Capital, LLC | Los Angeles | $491.5 million | 13 | adviserinfo.sec.gov |
| Interlock Equity LP | Los Angeles | $486.4 million | 3 | adviserinfo.sec.gov |
| SDS Real Estate Advisors | Los Angeles | $473.8 million | 5 | adviserinfo.sec.gov |
| Aof Management LLC | Los Angeles | $461.5 million | 5 | adviserinfo.sec.gov |
| Fusion Capital | Los Angeles | $461.4 million | 7 | adviserinfo.sec.gov |
| Kinetic Investment Management, Inc. | Los Angeles | $450.9 million | Not listed | adviserinfo.sec.gov |
| AG Asset Advisory, LLC | Los Angeles | $440.5 million | Not listed | adviserinfo.sec.gov |
| TCW Asset Backed Finance Management Company LLC | Los Angeles | $425 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Confidence Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.